Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Specht is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Michael has been in the financial services industry since 2007. Michael's current registrations include North Carolina and is active in the state. Michael is also registered in 50 other states. Michael has been a registered representative with TIAA-CREF Individual & Institutional Services, LLC since 2019. Michael has a Series 7, Series 66, and Series 65 license. Michael specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.
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
NC
02/16/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Concord NC)
NC
11/18/2019 - 01/10/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
03/12/2010 - 07/25/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
IL
08/06/2009 - 11/09/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NC
12/21/2006 - 07/09/2009
AXA ADVISORS, LLC (CORNELIUS NC)
IA
Issued 01/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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