Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Neils is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC, registered with FINRA and the state of Colorado. Matthew has been in the industry since 1995 and is licensed to provide financial advice in all 50 states. Matthew is a licensed investment advisor representative and offers financial planning services, including 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
05/01/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
TX
08/31/1995 - 01/25/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
04/20/1995 - 06/01/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/1995 - 06/01/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1995
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 05/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/01/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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