Unclaimed
Colin Stahl is a registered representative and investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Colin has been in the financial services industry for over seven years. Colin holds Series 7 and Series 66 securities licenses and has a background in financial planning and portfolio management. Colin specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, and corporations. Colin is registered to provide investment advisory services in 21 states.
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
OH
08/13/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CINCINNATI OH)
KY
04/12/2016 - 07/09/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 05/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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