Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Barlen is a financial advisor who works for Tiaa-Cref Individual & Institutional Services, LLC. Michael is registered with FINRA as a registered representative and holds the Series 63, Series 6TO and SIE licenses. Michael provides investment advice to individuals, high-net-worth individuals, and corporations. Michael is a registered representative of the firm and the firm is registered in all 50 states, the District of Columbia, and Puerto Rico.
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
07/31/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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