Donald W. Reidy
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donald Wilson Reidy, who also goes by Don Reidy, Donald Reidy, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 2003. Donald had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 3, 2016 - January 4, 2017
PROFESSIONAL PLANNING SERVICES
March 17, 2016 - December 31, 2016
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
March 8, 2013 - March 9, 2016
WILBANKS SECURITIES ADVISORY
March 7, 2013 - March 9, 2016
WILBANKS SECURITIES, INC.
October 1, 2012 - February 25, 2013
ALLSTATE FINANCIAL ADVISORS, LLC
September 21, 2012 - February 25, 2013
ALLSTATE FINANCIAL SERVICES, LLC
September 25, 2007 - September 6, 2012
WILBANKS SECURITIES ADVISORY
January 11, 2006 - September 6, 2012
WILBANKS SECURITIES, INC.
June 17, 2003 - January 10, 2006
METROPOLITAN LIFE INSURANCE COMPANY
June 17, 2003 - January 10, 2006
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PROFESSIONAL PLANNING SERVICES
CRD#: 152702 / SEC#: 801-71231
Contact information
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
