Unclaimed
Christopher Deshotel is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Christopher has been in the financial services industry for 10 years and is registered to provide investment advice in all 50 states. Christopher is currently located in Keller, TX and holds both Series 6 and Series 7 securities registrations as well as Series 66 and Series 63 state registrations. Christopher has held previous roles at TD Ameritrade, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Christopher also owns Innovative Striping Solutions LLC which provides pavement marking materials and fabrication of metal.
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
TX
08/26/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Keller TX)
TX
06/10/2015 - 08/25/2016
TD AMERITRADE, INC. (FORT WORTH TX)
TX
10/01/2012 - 05/12/2015
J.P. MORGAN SECURITIES LLC (FT. WORTH TX)
TX
05/05/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
TX
04/02/2007 - 01/16/2009
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
BOTH
Issued 06/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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