Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Cordova is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC in Denver, Colorado. Keri has been in the financial services industry since 2000 and holds licenses in several states. Keri specializes in financial planning, portfolio management for individuals, and selection of other advisors. Keri previously worked at E*TRADE SECURITIES LLC, T. Rowe Price Investment Services, Inc., New England Securities, Charles Schwab & Co., Inc., and Dean Witter Reynolds Inc.
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
08/15/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
10/07/2005 - 08/04/2006
E*TRADE SECURITIES LLC (DENVER CO)
MD
11/17/2003 - 08/17/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NY
02/21/2003 - 10/07/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
06/13/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/02/1998 - 07/20/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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