Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Calvin Shaw is an active investment advisor and financial professional. John has been in the industry since 2018, working with clients to achieve their financial goals. John currently works at TIAA-CREF Individual & Institutional Services, LLC. John has passed the Series 7, Series 24, Series 63 and SIE exams, and is licensed in 51 states and the District of Columbia. John 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
NC
11/20/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
OH
05/30/2018 - 11/07/2018
LPL FINANCIAL LLC (PERRYSBURG OH)
BC
Issued 09/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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