Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Alexander Haftek is a financial advisor currently registered with TIAA-CREF Individual & Institutional Services, LLC. Andrew Alexander Haftek has over 19 years of experience in the financial services industry. Andrew Alexander Haftek's previous experience includes roles with LPL Financial LLC, BB&T Investment Services, Inc. and BBVA Compass Investment Solutions, Inc. Andrew Alexander Haftek holds Series 63, Series 65, Series 7, and SIE licenses. Andrew Alexander Haftek is registered to provide investment advisory services in Alabama, California, Florida, Georgia, Hawaii, Illinois, Louisiana, Massachusetts, Missouri, New Jersey, New Mexico, Oregon, Texas, and Virginia.
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
TX
10/12/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (HOUSTON TX)
MS
01/14/2013 - 08/02/2016
LPL FINANCIAL LLC (COLUMBUS MS)
AL
06/04/2010 - 09/26/2012
BB&T INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
07/19/2004 - 05/14/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PELHAM AL)
IA
Issued 08/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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