Unclaimed
Brandalyn Harvey is a financial advisor associated with TIAA-CREF Individual & Institutional Services, LLC. Harvey has been in the financial services industry since February 15, 2019 and is registered with the Securities and Exchange Commission (SEC) as well as the state of Colorado. Brandalyn holds a Series 7, 63, and SIE license. She is registered to offer securities and investment advisory services in 51 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.
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
CO
09/01/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
05/07/2018 - 11/20/2019
KEY INVESTMENT SERVICES LLC (ARVADA CO)
BC
Issued 11/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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