Unclaimed
Christopher Rehberg is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Christopher has been in the securities industry since 2006. Christopher has passed the Series 63, Series 65, and Series 66 exams and the Series 7 and SIE exams. Christopher has experience at both Ameriprise Financial Services, Inc. and Murphy & Durieu. Christopher is registered in North Carolina for both securities and investment advisory services. Christopher offers financial planning services to individuals and businesses, as well as portfolio management services for individuals. Christopher specializes in retirement planning, college savings, and estate planning.
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
11/23/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
09/21/2006 - 05/23/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NY
03/19/2001 - 04/16/2001
MURPHY & DURIEU (NEW YORK NY)
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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