Unclaimed
Jack Freeman Reetz is a financial advisor with over 27 years of experience in the industry. Jack has been registered with TIAA-CREF Individual & Institutional Services, LLC since 2013. Jack is also registered in 49 states and the District of Columbia, and holds Series 6, 7, 24, 26, 63, and 65 licenses. Jack specializes in financial planning, portfolio management for individuals, and selection of other advisors. Prior to joining TIAA, Jack has held positions with several other firms including The Leaders Group, Inc., P.J. Robb Variable Corporation, Next Financial Group, Inc., CCO Investment Services Corp., Chittenden Securities, Inc., Citizens Investment Services Corp., New England Securities, and Pruco Securities Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
01/11/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)
CO
02/09/2010 - 09/12/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
TN
12/13/2007 - 01/29/2010
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
ME
11/15/2006 - 01/25/2007
NEXT FINANCIAL GROUP, INC. (KENNEBUNK ME)
NH
08/03/2004 - 10/12/2006
CCO INVESTMENT SERVICES CORP. (EXETER NH)
VT
11/18/2002 - 07/29/2004
CHITTENDEN SECURITIES, INC. (BURLINGTON VT)
RI
10/20/1998 - 12/06/2002
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
09/30/1997 - 10/19/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
08/21/1995 - 07/28/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/10/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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