Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Roy McKellar is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Brent has been in the financial industry since 2009. Brent is registered with the state of Michigan and holds a Series 7, Series 66, and SIE license. Brent is a licensed representative with the firm in Royal Oak, MI.
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
MI
01/12/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Royal Oak MI)
FL
09/03/2010 - 12/21/2015
TD AMERITRADE, INC. (SARASOTA FL)
MI
12/21/2007 - 08/31/2009
EDWARD JONES (SOUTH LYON MI)
BOTH
Issued 02/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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