Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Matthew Lettes is a financial professional with over 10 years of experience in the industry. David is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. David has been with TIAA-CREF Individual & Institutional Services, LLC since 2010. Prior to that, David was with Charles Schwab & Co., Inc. David is licensed to provide financial advice in 51 states and is committed to providing personalized financial guidance to help clients meet their financial goals.
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
10/13/2010 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
05/13/2009 - 10/04/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BC
Issued 05/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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