Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cantrell is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC, having joined the firm in 7/18/2018. Before joining Tiaa-Cref Individual & Institutional Services, LLC, Kevin Cantrell was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1/22/2018 to 5/16/2018 and GWFS EQUITIES, INC. from 1/26/2006 to 12/18/2017. Kevin Cantrell holds FINRA Series 6, Series 7, Series 63 and SIE licenses. Kevin Cantrell is registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.
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
07/18/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
01/22/2018 - 05/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLETON CO)
CO
01/26/2006 - 12/18/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 03/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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