Reid Meyer, CFP®
Financial Advisor at Fortune Financial- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Financial Planner (CFP)
CFP BoardAug, 2022- Nov, 2024 -
SIE - Securities Industry Essentials Examination
FINRAOct, 2018- Nov, 2024 -
Series 66 - Uniform Combined State Law Examination
FINRA (Financial Industry Regulatory Authority)Aug, 2018- Nov, 2024 -
Series 7 - General Securities Representative Examination
FINRA (Financial Industry Regulatory Authority)Jun, 2018- Nov, 2024 -
Resident Insurance Producer: Accident & Health, Casualty, Life, Property, Variable Life & Variable Annuities
Minnesota Department of CommerceApr, 2018- Nov, 2024
Experience
-
Fortune Financial
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
2021 - Present
Financial Advisor on a team with more than 60 years of combined experience in the industry, we are able to work with clients at any point in their career or life after their career. Whether it's starting student loan payments or retirement distributions we are able to provide clear guidance. The main areas we focus on include: investments, insurance, and personalized financial planning.Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. Fortune Financial is affiliated with North Star Resource Group and is independently owned and operated. Reid is a registered representative and investment advisor representative of Securian Financial Services, Inc. 2701 University Ave SE, Minneapolis, MN 55414 Show less
-
-
Associate
-
2018 - 2021
-
-
-
Great Lakes
-
United States
-
Retail Apparel and Fashion
-
1 - 100 Employee
-
Marketing Ambassador at Great Lakes Clothing
-
2015 - 2018
As an ambassador for Great Lakes I held a variety of roles. Mainly brand promotion through many avenues such as posting on social media to make people aware of releases and promotions. I also held innovative events in order to draw attention to the brand. There were 40 of us and I would always be in the top 3 for sales. I learned a lot and enjoyed being apart of the building of a genuine Minnesota company. When I started this opportunity it was a very small company and on my exit with graduation, the company was flourishing and well known among my peers. Show less
-
-
Education
-
University of North Dakota
Bachelor of Science - BS