Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brian Huston has been in the financial services industry since December 19, 2000. Jeffrey is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Jeffrey was registered with OppenheimerFunds Distributor, Inc.. Jeffrey is currently registered as an Investment Advisor Representative in Colorado. Jeffrey holds Series 6, 7, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Jeffrey provides financial planning and portfolio management services to individual and institutional clients. Jeffrey has expertise in 401k plans, retirement planning and investment advisory services.
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
CO
08/23/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
NY
12/06/2000 - 09/08/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 08/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Huston is the right advisor for you? Invested Better is here to help.
