Unclaimed
Jeffery Albert Ready is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Jeffery is a veteran of the industry, having been in the business since 1996. Before joining TIAA-CREF, Jeffery held roles with TD Ameritrade, Inc., Grand Distribution Services, LLC and Charles Schwab & Co., Inc. Jeffery Albert Ready holds Series 6, 7, 8, 24, 63 and 66 licenses. Jeffery is registered to provide investment advisory services in the states of California, Georgia, Hawaii, Indiana, Kentucky, Ohio, Tennessee.
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
OH
07/18/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CINCINNATI OH)
MD
07/18/2012 - 04/23/2015
TD AMERITRADE, INC. (BETHESDA MD)
WI
04/21/2011 - 05/31/2012
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
TX
06/06/1996 - 07/07/2009
CHARLES SCHWAB & CO., INC. (PLANO TX)
NY
01/12/1996 - 03/18/1996
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 08/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Ready is the right advisor for you? Invested Better is here to help.