Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Spencer Parkin is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Craig has over 20 years of experience in the securities industry. Craig is registered to provide investment advice in all 50 states and the District of Columbia. Craig specializes in providing financial planning and portfolio management services to individuals and businesses. Craig is also a member of the Belk College of Business Board of Advisors at UNC Charlotte.
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
11/02/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NY
11/11/2004 - 11/21/2005
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
MA
05/25/2001 - 11/12/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/26/1999 - 06/04/1999
FLEET ENTERPRISES, INC. (NEW YORK NY)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 04/15/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/18/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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