Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hamilton is a financial advisor with over 15 years of experience in the industry. David is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and holds Series 6, 7, 63, and 65 licenses.
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
02/13/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/17/2014 - 11/04/2014
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
06/18/2010 - 12/02/2013
METLIFE SECURITIES INC. (DALLAS TX)
TX
10/16/2007 - 06/08/2010
WELLS FARGO ADVISORS, LLC (FLOWER MOUND TX)
IA
Issued 12/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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