Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Clint Jenkins is a registered representative with Tiaa-cref Individual & Institutional Services, LLC based in CHARLOTTE, NC. Brian has been in the financial services industry since 2005 and holds FINRA Series 6, 7 and 63 licenses, as well as the SIE exam. Brian specializes in financial planning and portfolio management for individuals.
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
07/07/2005 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
ME
01/25/2005 - 06/01/2005
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BC
Issued 03/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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