Unclaimed
Readie Callahan is a financial professional with over 12 years of experience in the securities industry. Readie is currently registered with Wells Fargo Securities, LLC and has a Series 7, Series 63, SIE, and Series 79 license. Readie has previously worked at GREENCOAST CAPITAL PARTNERS LLC and J.P. MORGAN SECURITIES INC. Readie is licensed to provide investment advice in all 50 states.
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.
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.
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2
CA
11/08/2022 - Present
Wells Fargo Securities, LLC (SAN FRANCISCO CA)
NC
03/01/2011 - 10/17/2018
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
CA
01/26/2010 - 02/18/2011
GREENCOAST CAPITAL PARTNERS LLC (LOS ANGELES CA)
CA
09/20/2005 - 06/25/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 04/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/15/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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