Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Uhlenkamp is a financial advisor with Tiaa-cref Individual & Institutional Services, LLC. Erin has over 15 years of experience in the financial services industry. Erin is registered with the state of California and holds the Series 6, Series 26, and Series 63 licenses. Erin specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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
CA
03/24/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
RI
02/20/2015 - 03/16/2015
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
11/17/2010 - 05/16/2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
RI
01/01/2008 - 11/09/2010
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
08/15/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
CA
07/03/2006 - 07/17/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
BC
Issued 04/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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