Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Kimmer is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Justin has been in the financial services industry since December 2008 and has a Series 66, Series 7, and SIE licenses. Justin has experience working with high-net-worth individuals, corporations, and charitable organizations. Justin's prior employment includes positions at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC.
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
OR
09/02/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PORTLAND OR)
OR
01/03/2011 - 08/12/2015
WELLS FARGO ADVISORS, LLC (BEAVERTON OR)
OR
11/26/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALEM OR)
BOTH
Issued 12/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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