Summary
Overview
Work History
Education
Timeline
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Donyell Reid

Broker/Financial Representative
Dallas,TX

Summary

Highly motivated and always willing to learn new things. I have gained lots of financial literacy through working for TD Ameritrade/Charles Schwab as well as Robinhood where I worked basically the same exact role. Also, I have learned how to adapt to different personalities whether it be a colleague or client. I'm looking to find a company to work for in the long-term. Currently Studying for the July 2025 CFP exam.

Overview

7
7
years of professional experience
5
5
years of post-secondary education

Work History

Broker/Derivative Specialist (Series 7 & 63)

Robinhood Securities, Inc.
01.2025 - 02.2025
  • Explained various types of derivatives including options, index options, and futures
  • Placed trades for clients which included stocks, ETFs, and options. Also explained how these investments work.
  • Explained orders types (Market, limit, stop loss, trailing stop, etc.).
  • Analyzed risk on margin accounts, educated clients on risk, and guided clients on how to remove risk from their accounts.
  • Educated clients on use of different tax-deferred investment accounts including IRAs, qualified retirement plans as well as the tax ramifications each has.
  • Guided clients through use of fundamental and technical analysis.
  • Deposited/Withdrew funds via check, ACH, wire transfer, and instant transfers.
  • Deescalated situations where clients were displeased with the service they were receiving.


Broker/Derivative Specialist (Series 7 & 63)

TD Ameritrade
08.2018 - 12.2024
  • Explained various types of derivatives including options, index options, and futures
  • Placed trades for clients which included stocks, ETFs, mutual funds, options, CDs, and treasury bills. Also, explained how these investments work.
  • Explained orders types (Market, limit, stop loss, trailing stop, OCO, etc.).
  • Analyzed risk in a margin account, educated clients on risk, and guided clients on how to remove risk from their accounts.
  • Educated clients on use of different tax-deferred investment accounts including IRAs, 401(K)s, 529 Plans, and others as well as tax ramifications each has.
  • Guided clients through use of fundamental and technical analysis.
  • Deposited/Withdrew funds via check, ACH, and wire transfer.
  • Provided customer service for high net worth clients while negotiating to bring their assets over.
  • Deescalated situations where clients were displeased with the service they were receiving.
  • Minor banking duties: Issuing debit cards, checks, and updating balances

Education

Bachelor of Science - Financial Planning

Saint Joseph University
Philadelphia
08.2013 - 05.2018

Timeline

Broker/Derivative Specialist (Series 7 & 63)

Robinhood Securities, Inc.
01.2025 - 02.2025

Broker/Derivative Specialist (Series 7 & 63)

TD Ameritrade
08.2018 - 12.2024

Bachelor of Science - Financial Planning

Saint Joseph University
08.2013 - 05.2018

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Donyell ReidBroker/Financial Representative