Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliot? Claim Your ProfileElliot Otelsberg is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, with offices in Charlotte, NC. Elliot has been in the financial services industry since August 19, 2012, and has been registered with TIAA-CREF Individual & Institutional Services, LLC since February 26, 2020. Elliot holds Series 6, 7, 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
NC
02/26/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
01/17/2011 - 07/25/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 11/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Elliot Otelsberg is the right advisor for you? Invested Better is here to help.
