Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Mercer Forbes is a financial professional with over 20 years of experience in the financial services industry. Christy is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Christy holds Series 6 and Series 63 licenses. Christy also has experience working with The O.N. Equity Sales Company. Christy specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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
08/23/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
08/23/2004 - 10/26/2006
THE O.N. EQUITY SALES COMPANY (CHARLOTTE NC)
BC
Issued 10/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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