Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morris is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. David has been in the financial services industry since December 18, 2015. David is licensed in Colorado and Maine and holds the Series 7, Series 63, and SIE licenses. David specializes in investments, financial planning, and retirement planning. David has experience with a variety of clients, including individuals, corporations, and charitable organizations.
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
CO
04/09/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
11/18/2015 - 03/08/2018
SCOTTRADE, INC. (WESTMINSTER CO)
BC
Issued 12/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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