Unclaimed
Michael Damario Dorsey is an active, registered representative at Tiaa-Cref Individual & Institutional Services, LLC. Michael is licensed in 51 states, and holds Series 63, Series 6TO, and SIE licenses. Michael specializes in providing financial planning services and portfolio management to individuals, as well as advising clients on other advisor selections.
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
03/20/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 05/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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