About

Reid S. Malvin, Founder & CEO 

Reid's 2B

 

With over a decade of experience in the financial services industry, Reid has helped many people of all ages and walks of life execute on their life long dreams. Whether you are looking for your traditional mix of products or new and innovative products, Reid has the knowledge and experience to help tailor the right mix of products and services for your specific goals and objectives.

Originally from Pittsburgh, PA, Reid attended the University of Hartford where he earned a bachelor's degree in marketing from the Barney School of Business.

Reid currently holds the following industry licenses with FINRA: Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 62 (Corporate Securities Limited Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 65 (Uniform Investment Advisor Law Examination).  Additionally, he is registered with the State of NJ as a licensed life, accident and health insurance agent.  Reid hold's other individual state insurance appointments as well.

Reid currently resides in Monroe Township, New Jersey with his wife Courtney and two daughter's, Emma and Riley.  When not at the office Reid can be found spending time with his family and friends, cooking, traveling, playing golf, and cheering on the Pittsburgh Black and Gold.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck