Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stephenson is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Matthew has been in the financial services industry since 2004. Matthew holds the Series 63, 66, 7, 24, and SIE licenses. Matthew specializes in providing financial planning and investment advice to both individuals and corporations.
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
CA
01/29/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Walnut Creek CA)
CA
07/12/2004 - 01/06/2015
E*TRADE SECURITIES LLC (SAN FRANCISCO CA)
BOTH
Issued 06/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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