Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew David Dembski is a financial professional with over 13 years of experience in the industry. Matthew currently works at TIAA-CREF Individual & Institutional Services, LLC and is registered to provide investment advice in all 50 states. Matthew has held previous positions at MKM Partners LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Friedman, Billings, Ramsey & Co., Inc., and Robertson, Stephens & Company LLC. His professional experience includes both brokerage and investment advisory roles.
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
08/14/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
CT
11/17/2010 - 05/24/2011
MKM PARTNERS LLC (STAMFORD CT)
NJ
06/26/2000 - 04/01/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
CA
11/25/1997 - 06/28/2000
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
CA
10/01/1997 - 10/15/1997
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
04/24/1997 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
BC
Issued 08/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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