Barbara Nan Reed

Current Employers

Employment History

• 08/2009 → Present
  Reed Financial Group
  East Harwich, MA
• 02/2010 → Present
  Osaic Wealth, Inc.
  East Harwich, MA

Other Businesses

1. THE CHATHAM MUSIC CLUB POSITION: Board Member NATURE: 501(c)3 non-profit corporation; non-profit musical organization to further the performance of Classical music to the community and provide scholarships to students studying classical music INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2003 ADDRESS: 1 Seastrand Way, Unit 1, Chatham MA 02633, United States DESCRIPTION: I am on the board of directors which meets 4 times/year on a Friday afternoon for 2 hours. I handle membership and programming for concerts. This is a totally volunteer activity with no monetary compensation. 2. FLAGSHIP WEALTH ADVISORS POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 07/31/2018 ADDRESS: 301 Edgewater Place, Suite 400, Wakefield MA 01880, United States DESCRIPTION: Investment Advisor 3. BARBARA REED-LIFE INSURANCE PRODUCER LICENSE POSITION: producer NATURE: Life Insurance services placed through First American Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2012 ADDRESS: 1 Seastrand Way, Unit 1, Chatham MA 02633, United States DESCRIPTION: The hours are estimated and only required if working with an existing client to procure a life insurance policy. I work with First American Insurance in Needham for proposal preparation. I meet with my client for the intake of all information for the application and First American places the policy and handles all aspects of the policy approval process. 4. THE CHATHAM MUSIC CLUB POSITION: Board Member NATURE: 501(c)3 non-profit corporation; non-profit musical organization to further the performance of Classical music to the community and provide scholarships to students studying classical music INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2003 ADDRESS: 1 SEASTRAND WAY UNIT 1 CHATHAM, MA, 02669, United States DESCRIPTION: I am on the board of directors which meets 4 times/year on a Friday afternoon for 2 hours. I handle membership and programming for concerts. This is a totally volunteer activity with no monetary compensation.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-25

Other Names

• Barbara Nan Reed
• Barbara Nan Rees
• Barbara Buffa
• Barbara Buffa