Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brian Viders is a financial professional with over 25 years of experience in the industry. David has a strong track record of providing financial advice and guidance to individuals and institutions. David is currently registered with TIAA-CREF Individual & Institutional Services, LLC and holds Series 63, 66 and 7 licenses as well as the Series 31. Prior to joining TIAA-CREF, David held positions at U.S. BANCORP INVESTMENTS, INC., CHARLES SCHWAB & CO., INC. and DEAN WITTER REYNOLDS INC. David is dedicated to providing his clients with personalized financial planning and portfolio management services. David is also committed to staying up-to-date on the latest financial trends and regulations.
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
06/21/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
MN
08/07/1995 - 02/11/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
TX
12/21/1994 - 03/22/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/29/1993 - 12/19/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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