Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Brooks is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, located in Chicago, IL. Bryan has been in the financial services industry since 2009. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Bryan worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Bryan is registered with the state of Illinois, Florida, and Wisconsin. Bryan's specializations 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
IL
02/21/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)
IL
10/11/2021 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Oak Brook IL)
IL
09/29/2020 - 09/08/2021
FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)
IL
01/03/2017 - 09/05/2019
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
12/18/2015 - 12/31/2016
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHICAGO IL)
IL
11/23/2010 - 11/27/2015
GNV ADVISORS, LLC (Chicago IL)
IL
06/09/2006 - 12/11/2008
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BOTH
Issued 07/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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