Unclaimed
Cameron Sherrin is a financial professional who has been in the industry since 2013. Cameron is registered with TIAA-CREF Individual & Institutional Services, LLC. Cameron holds Series 6, Series 26, and Series 63 licenses. Cameron has been working in the Charlotte, NC branch of TIAA-CREF Individual & Institutional Services, LLC. Cameron's firm focuses on providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.
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
04/08/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 04/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cameron Sherrin is the right advisor for you? Invested Better is here to help.