Unclaimed
Michael Brunson is a registered representative of Tiaa-cref Individual & Institutional Services, LLC. Michael is based in Frisco, Texas and has been working in the financial services industry since January 17, 2023. Michael holds the Series 6TO, Series 63 and SIE licenses. Michael offers investment advisory and financial planning services to individuals, corporations and high-net-worth individuals.
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
01/18/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 01/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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