Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Michael Beaver is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC. Chad has been in the financial services industry since 2008. Chad is registered to provide investment advisory services in 51 states and the District of Columbia. Chad's current employer is located in Charlotte, North Carolina. Chad has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., First Investors Corporation and ECHOTRADE LLC. Chad has earned a Series 63, Series 66, Series 7, Series 52TO, Series 53, and Series 24 license.
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
01/09/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
10/23/2009 - 07/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
04/01/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
08/03/2007 - 02/07/2008
FIRST INVESTORS CORPORATION (CHARLOTTE NC)
AZ
04/12/2006 - 08/28/2006
ECHOTRADE LLC (PHOENIX AZ)
BOTH
Issued 01/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/27/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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