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Readie Callahan

Wells Fargo Securities, LLC

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About Readie Callahan

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.

Firm Information

Readie Callahan is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Readie Callahan’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Readie Callahan.
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