Unclaimed
Michael Aaron Rovner is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Michael has been in the financial services industry since March 17, 2011. Michael is licensed in Texas. Michael's previous employers include Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc.
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
06/12/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
02/13/2013 - 05/21/2014
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
02/25/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
BC
Issued 06/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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