Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Macdonald Dick is a financial professional with Tiaa-Cref Individual & Institutional Services, LLC. Graham has been in the industry since December 4, 2023. Graham holds the Series 63, Series 6TO, and SIE licenses. Graham is registered to provide investment advice in 51 states. Graham specializes in retirement planning, mutual funds, and variable annuities. Graham's firm has offices in Frisco, TX.
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
12/05/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 12/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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