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Patrick Lee Reid is a financial advisor professional located in Eldridge, IA. They specialize in financial advisory. With over 8 years of experience, they bring deep expertise to every client.
Patrick Lee Reid - Plan2thrive Financial holds an active professional license (FINRA CRD) for your protection.
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Patrick Lee Reid operates Plan2thrive Financial in Eldridge, Iowa, bringing eight years of experience in financial advisory services. He holds a FINRA CRD license (number 6218011), which demonstrates his registration with the Financial Industry Regulatory Authority. This licensing indicates he meets federal standards for conducting securities-related financial advice and is subject to FINRA oversight and compliance requirements. Reid's practice focuses on financial planning and advisory services for clients in the Eldridge area.
Patrick Lee Reid's FINRA CRD license indicates he is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for securities brokers and dealers in the United States. This registration means he has met specific educational and background requirements to offer securities-related financial advice. FINRA CRD licensees are subject to ongoing compliance monitoring, continuing education requirements, and regulatory oversight to protect consumers. The license signals that Reid's practice operates under federal securities regulations and industry standards designed to ensure professional conduct and client protection in financial advisory services.