Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jordan Margolis is a registered investment advisor with TIAA-CREF Individual & Institutional Services, LLC. Michael has been in the financial services industry for over 12 years, with previous experience at firms like Morgan Stanley, E*TRADE Securities LLC, and TD Ameritrade, Inc.. Michael holds several industry licenses, including Series 6, 7, 63, and 66. Michael specializes in financial planning and portfolio management for 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
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2
IL
03/26/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)
IL
01/10/2023 - 12/22/2023
MORGAN STANLEY (Chicago IL)
IL
02/01/2021 - 09/05/2023
E*TRADE SECURITIES LLC (Chicago IL)
IL
02/27/2018 - 01/11/2021
TD AMERITRADE, INC. (CHICAGO IL)
IL
03/31/2017 - 01/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
02/21/2014 - 03/16/2017
TD AMERITRADE, INC. (OAK BROOK IL)
IL
12/19/2011 - 02/03/2014
WELLS FARGO ADVISORS, LLC (PALOS HEIGHTS IL)
IL
01/12/2011 - 10/28/2011
FIFTH THIRD SECURITIES, INC. (EVERGREEN PARK IL)
IL
05/24/2010 - 01/05/2011
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
BOTH
Issued 01/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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