Unclaimed
Martin Vestel is a financial professional with over 5 years of experience in the industry. Martin is registered with TIAA-CREF Individual & Institutional Services, LLC and holds Series 6, 7, 24, 26, and 63 licenses. Martin provides financial planning and portfolio management services to individuals and corporations.
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
11/09/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 11/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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