Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Matthew Baldwin is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Connor is located in Dover, NH and holds Series 7TO, SIE and Series 66 licenses. Connor is a registered investment advisor in 12 states, including California, Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, Oklahoma, Rhode Island and Vermont. Connor has over 2 years of experience in the financial services industry. Connor's previous employment includes roles at TIAA, JD Stewart Financial, and University of Maine Orono.
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
NH
06/10/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Dover NH)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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