Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Eric Brewster is a financial professional with over 15 years of experience in the industry. James Eric Brewster is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and has been with the firm since December 2014. Previously, James Eric Brewster worked for Waddell & Reed, MWA Financial Services Inc., and T. Rowe Price Investment Services, Inc. James Eric Brewster's areas of specialization include providing 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
CO
12/01/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
11/08/2012 - 09/22/2014
WADDELL & REED (COLORADO SPRINGS CO)
CO
08/16/2012 - 10/11/2012
MWA FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
CO
02/10/2006 - 06/20/2012
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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