Donald W. Reed
Professional summary
Donald Wayne Reed, who also goes by Donald Wayne Keen, Don Wayne Reed, Don Reed, is a registered financial professional currently at AMERITAS INVESTMENT COMPANY, LLC located in Newberry, South Carolina.
Donald is registered as a RR (Registered Representative) and started their career in finance in 1981. Donald has worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Donald Wayne Reed's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 13, 2013 - Present
AMERITAS INVESTMENT COMPANY, LLC
November 2, 2004 - August 12, 2013
RESOURCE HORIZONS GROUP LLC
December 21, 2000 - November 2, 2004
USALLIANZ SECURITIES, INC.
January 3, 1997 - February 19, 1997
ONE ORCHARD EQUITIES, INC.
January 22, 1996 - December 22, 2000
VOYA FINANCIAL ADVISORS, INC.
February 5, 1993 - January 25, 1996
THE O.N. EQUITY SALES COMPANY
November 19, 1989 - February 5, 1993
OSAIC WEALTH, INC.
October 15, 1986 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
January 3, 1986 - January 3, 1997
THE GREAT-WEST LIFE ASSURANCE COMPANY
November 25, 1985 - October 27, 1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
September 2, 1983 - December 9, 1985
TOWER SQUARE SECURITIES, INC.
April 15, 1981 - May 1, 1984
NATIONWIDE INVESTMENT SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/13/2013)
Exams
FINRA
Current Firm
AMERITAS INVESTMENT COMPANY, LLC
CRD#: 14869 / SEC#: 801-undefined, 8-31296
Contact information
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | BENEFICIAL OWNER | |
| BEASLEY, RYAN CHARLES | MEMBER BOARD OF DIRECTORS | 2943009 |
| BERTHOLD, RICHARD AARON | VICE PRESIDENT, OPERATIONS | 4433172 |
| BIEL, ROLLIN LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | 5101711 |
| HALVERSON, KELLY JAY | MEMBER BOARD OF DIRECTORS | 7977580 |
| KINSELLA, MATTHEW JOHN | CHIEF COMPLIANCE OFFICER | 5217108 |
| KORTE, BRENT FRAZIER | MEMBER BOARD OF DIRECTORS | 4808103 |
| ROBSON, JEREMY MICHAEL | PRESIDENT AND MEMBER BOARD OF DIRECTORS | 4147931 |
| SCHUBAUER, TYLER JOSEPH | CORPORATE SECRETARY | 6392775 |
| SHERFFIUS, MARIA ELIZABETH | SECOND VICE PRESIDENT - COMPLIANCE OFFICER | 2726500 |
| WU, MICHELE XIAOMING | MEMBER BOARD OF DIRECTORS | 7863936 |
Disclosures
| Regulatory Event | 21 |
| Arbitration | 2 |
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.
