Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Sleppy is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC, located in Pittsburgh, Pennsylvania. Jarrod has been in the financial services industry since 2011 and holds several licenses and registrations, including Series 7, Series 6, Series 63, and Series 66. Jarrod has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jarrod is committed to providing personalized financial advice and helping clients achieve their financial goals. Jarrod also worked for Citizens Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Tiaa-Cref Individual & Institutional Services, LLC.
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
PA
07/15/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Pittsburgh PA)
PA
03/04/2013 - 06/05/2015
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
PA
07/02/2012 - 01/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW KENSINGTON PA)
PA
10/31/2011 - 07/05/2012
PFS INVESTMENTS INC. (PITTSBURGH PA)
BOTH
Issued 09/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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