Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Phillip Cherrin is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC and has been working in the financial services industry since 2006. Daniel holds the Series 7 and Series 66 licenses. Daniel has been registered in a number of states, including New Mexico, Illinois, California, Colorado, Delaware, Florida, Iowa, Kansas, Maryland, Michigan, Montana, New York, Oregon, Pennsylvania, South Carolina, Washington, and Wisconsin. Daniel has experience working with corporations or other businesses, charitable organizations, individuals other than high-net-worth individuals, and high-net-worth individuals. Daniel's current employment is with Tiaa-Cref Individual & Institutional Services, LLC. Daniel also has prior employment experience with CHARLES SCHWAB & CO., INC., MILKIE/FERGUSON INVESTMENTS, INC., and FOX & COMPANY INVESTMENTS INC.
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
NM
07/14/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Albuquerque NM)
IL
09/30/2011 - 01/26/2015
CHARLES SCHWAB & CO., INC. (CHICAGO IL)
TX
06/13/2008 - 08/22/2011
MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)
TX
11/10/2006 - 06/17/2008
FOX & COMPANY INVESTMENTS INC. (DALLAS TX)
BOTH
Issued 12/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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