Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gerstmayr is a financial advisor currently registered with TIAA-CREF Individual & Institutional Services, LLC in Denver, Colorado. Matthew has been in the financial services industry for 26 years. Matthew holds Series 3, 7, 9, 10, 26, 63 and 66 securities licenses and is a Registered Investment Advisor (RIA) with the state of Colorado. Matthew has previously worked with several other financial firms including GWFS Equities, Inc., TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc., and Invesco Funds Group, Inc. Matthew has experience in a variety of financial services areas including Financial Planning, Portfolio Management for Individuals and Selection of Other Advisors.
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
11/15/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
03/11/2015 - 09/09/2020
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
06/25/2009 - 04/08/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
MI
11/17/2006 - 09/02/2008
FIDELITY BROKERAGE SERVICES LLC (NOVI MI)
IL
04/05/2005 - 10/30/2006
CITICORP INVESTMENT SERVICES (CHICAGO IL)
NE
09/19/2003 - 07/12/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
10/19/1993 - 08/27/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
12/15/1992 - 10/12/1993
INVESCO FUNDS GROUP, INC. (HOUSTON TX)
MO
05/07/1992 - 05/13/1992
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/05/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Matthew Gerstmayr is the right advisor for you? Invested Better is here to help.
