Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fredric Robertson is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Matthew has been in the securities industry since December 14, 1997 and is currently registered in District of Columbia and Maryland. Matthew is also registered as an investment adviser representative in District of Columbia and Maryland. Matthew's previous employment includes Fidelity Brokerage Services 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
DC
06/19/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (WASHINGTON DC)
TX
12/15/1997 - 09/14/2007
FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)
BOTH
Issued 01/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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