Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Stegman is a financial professional with TIAA-CREF Individual & Institutional Services, LLC. Donald has been in the industry since May 2016 and has a strong background in securities and investments. Donald has passed the Series 6, 7, and 63 exams and holds licenses to sell securities in all 50 states. Donald is a highly skilled and experienced financial advisor who is committed to helping clients 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
05/12/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 05/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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