Unclaimed
Aaron Joseph Kucmerowski is a registered representative and investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Aaron has been in the financial services industry since 2016. Aaron holds the Series 6, 7, 63 and 66 securities licenses. Aaron is registered to provide investment advice and services in 20 states and is based in Durham, NC.
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
06/21/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
BOTH
Issued 10/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Kucmerowski is the right advisor for you? Invested Better is here to help.