Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlie? Claim Your ProfileCarlie Cunningham is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC and has been in the financial industry since January 17, 2023. Carlie is licensed in 51 states and the District of Columbia. Carlie has successfully completed the Series 63, Series 6TO and SIE exams. Carlie is located in Charlotte, NC and provides 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
01/18/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 01/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Carlie Cunningham is the right advisor for you? Invested Better is here to help.
