Unclaimed
Denise Elaine Stuart is a registered representative with TIAA-CREF Individual & Institutional Services, LLC, working out of the Frisco, TX branch. Denise has been in the financial industry since 2007 and is registered with the state of Texas. Denise has a strong focus on providing financial planning and portfolio management services to individuals and families. She is also a registered investment advisor in Texas. Denise has passed the Series 6, Series 7, Series 63 and Series 66 exams, demonstrating a comprehensive understanding of the financial services industry. Denise is committed to providing her clients with the highest level of service and helping them achieve 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
TX
03/02/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
12/04/2006 - 07/30/2010
METLIFE SECURITIES INC. (DALLAS TX)
TX
12/04/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
BOTH
Issued 03/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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