Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cady is an investment advisor representative who has been in the industry since August 15, 1991. Jeffrey is currently registered with U.S. Bancorp Investments, Inc. in Wisconsin. Jeffrey also has previous registrations with firms such as Landaas & Company, Firstar Investment Services, Inc., and American Express Financial Advisors Inc.. Jeffrey has passed the Series 66, Series 63, Series 7, and SIE exams. Jeffrey specializes in areas such as asset allocation, investment strategies, retirement planning, insurance, and college savings. Jeffrey works with individuals, families, and businesses to help them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
01/20/2006 - Present
U.s. Bancorp Investments, Inc. (Delafield WI)
WI
10/07/2004 - 12/20/2005
LANDAAS & COMPANY (MILWAUKEE WI)
MN
12/01/2001 - 10/07/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
06/02/1994 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MN
03/20/1991 - 02/02/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/20/1991 - 02/02/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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