Unclaimed
Brandon Fredrick Wright is an active investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Brandon has been in the financial industry since 2004 and is registered in 18 states. Brandon works out of the Charlotte, NC office of TIAA-CREF.
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
01/21/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
06/29/2004 - 03/29/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 01/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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