Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tadder is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jeffrey has been a registered representative for over 30 years, initially registering with Lehman Brothers Inc. in 1993. Jeffrey currently holds both Broker-Dealer and Investment Advisor licenses. He is a licensed agent in 36 states, and has been actively providing investment advice for over 29 years. Jeffrey has a broad base of experience in the investment industry, including a long career with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/10/2015 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
01/26/1996 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA FE CA)
NY
07/31/1993 - 02/07/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
07/08/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/04/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Tadder is the right advisor for you? Invested Better is here to help.
