Unclaimed
Christopher Daniel Guerrero is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Christopher is a licensed representative with over 8 years of experience in the financial industry. Christopher is dedicated to helping clients achieve their financial goals. Christopher is registered to provide investment advice and services in all 50 states, and his clients include both individuals and businesses.
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
CO
09/25/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 10/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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