Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Chapman is a financial advisor with Tiaa-cref Individual & Institutional Services, LLC in Frisco, Texas. Eric has been in the financial industry since 2007 and holds several industry licenses and certifications. He is registered with the state of Texas and has experience with various investment products and services. Eric's professional experience includes working with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. prior to joining Tiaa-Cref Individual & Institutional Services, LLC. He is a dedicated 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
05/16/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/01/2008 - 05/20/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/24/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/16/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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