Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Barnes is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Derek has been in the securities industry since 2015 and has a broad range of experience. Derek is licensed in 51 states and the District of Columbia. Derek's practice focuses on financial planning, portfolio management for individuals, and selection of other advisors. Derek holds the Series 6, 7, 63, and 66 licenses and the SIE exam.
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
03/14/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Kennedale TX)
BOTH
Issued 03/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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