Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Karl Grell is a financial professional with over eight years of experience in the industry. David is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and holds Series 6, 7TO, and 63 licenses. David is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR) and holds a Series 63 license. David's expertise includes investment advisory services for individuals, selection of other advisors, and financial planning.
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
TX
05/09/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 07/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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