Unclaimed
Christopher Dyk is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC, and has been in the industry since 2002. Christopher is a Registered Representative with the Series 6, 7 and 63 securities licenses, as well as the Series 26 and 65 licenses. Christopher has worked previously with Fidelity Brokerage Services LLC, World Group Securities, Inc. and WMA Securities, Inc. Christopher specializes in financial planning, selection of other advisors 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
08/04/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
FL
10/19/2011 - 05/14/2012
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NC
06/17/2003 - 12/10/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
GA
04/13/2002 - 06/17/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
04/08/2002 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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