Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Delozier is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Matthew has over 2 years of experience in the financial industry. He is registered with FINRA and holds Series 63, Series 6TO and SIE licenses. Matthew is currently registered with the state of Texas and 50 other states. Matthew is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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
TX
05/08/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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