Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chris Flynn is a financial advisor who has been in the industry since 2001. David is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with them since 2008. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, David was employed by FIDELITY BROKERAGE SERVICES LLC and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. David holds Series 6, 7, 63, and 66 securities licenses and is registered in Connecticut, Maryland, New Jersey, New York, and Pennsylvania. David specializes in providing financial planning and portfolio management services to individuals and businesses.
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
NY
01/11/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)
NY
12/03/2003 - 01/02/2008
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
RI
08/09/2001 - 12/05/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 09/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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