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William S. Reeser

REESER ADVISORY SERVICES
GERMANTOWN, TN
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CRD#: 713229
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Professional summary


William Scott Reeser is a registered financial advisor currently at REESER ADVISORY SERVICES INC. located in Germantown, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. William has worked at 3 firms and has passed the Series 63, Series 1 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
UFICO, NOT INVESTMENT RELATED BUSINESS, 4510 NW 6th Place, Gainesville, FL 32607, 501(C)3 CHARITABLE ORGANIZATION, Chief Executive Officer, 12/2002, 200 HOURS/MO, 190 HOURS, ENDOWMENT ADMINISTRATION FSI Low Beta Absolute Return Fund, independent director, 2 hours/month

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CRS (Client Relationship Summary) - RIA


Click below to view William Scott Reeser's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 9, 2004 - Present

REESER ADVISORY SERVICES INC.

RIA
CRD#: 131159
GERMANTOWN, TN
Past

May 28, 1986 - June 21, 1995

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

August 4, 1980 - June 3, 1986

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(6/9/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 11/20/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 7/25/1980
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


RA
REESER ADVISORY SERVICES INC.
REESER ADVISORY SERVICES INC.

CRD#: 131159 / SEC#:

Tennessee
Registered Investment Advisory firm - (5/11/2004 Approved)
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Contact information


Main Address
Germantown, TN
Mailing Address
Po Box 38955, Memphis, TN 38183-0955
Phone number
(901) 754-6231
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts52
AUM (Assets Under Management)$ 26,782,418

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.

Company Information


REESER ADVISORY SERVICES INC.

CRD#: 131159Germantown, TN

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