Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Paul Gradus is a financial advisor associated with TIAA-CREF Individual & Institutional Services, LLC. Andrew has been in the financial services industry since 2003. Andrew's experience includes working with TIAA-CREF Individual & Institutional Services, LLC, Nuveen Securities, LLC, and Teachers Personal Investors Services, Inc.. Andrew holds Series 7, 7TO, 63, 66, and SIE licenses. Andrew's specialties include financial planning, portfolio management for individuals, and selection of other advisors.
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
09/13/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
01/03/2017 - 05/13/2019
NUVEEN SECURITIES, LLC (CHARLOTTE NC)
NC
03/14/2008 - 12/31/2016
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
NY
11/21/2005 - 03/17/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
04/29/2004 - 11/21/2005
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
IA
10/21/2002 - 04/16/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NC
08/18/2000 - 02/22/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 12/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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