Unclaimed
Eric Handelsman is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, with over 15 years of experience in the financial industry. Eric is registered with the state of Maryland. Eric has a Series 7 and Series 66 licenses. In addition to working with individuals, Eric provides financial services to corporations and charitable organizations.
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
MD
04/22/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BALTIMORE MD)
MD
11/21/2011 - 04/04/2014
M&T SECURITIES, INC. (BALTIMORE MD)
MD
09/08/2010 - 11/03/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (ANNAPOLIS MD)
MD
10/31/2008 - 09/10/2010
MML INVESTORS SERVICES, INC. (ANNAPOLIS MD)
BOTH
Issued 07/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Handelsman is the right advisor for you? Invested Better is here to help.