Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Tourelle Jefferies is a financial professional with TIAA-CREF Individual & Institutional Services, LLC. Owen is registered to offer securities and investment advice in 51 states and the District of Columbia. Owen specializes in Financial Planning, Selection of Other Advisers, and Portfolio Management for Individuals.
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
NC
07/09/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Owen Jefferies is the right advisor for you? Invested Better is here to help.
