Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Loren Margolis is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, serving clients in Denver, Colorado. Michael has been active in the financial services industry since April 2022. Michael is registered in 51 states and has a Series 63, Series 6TO and SIE licenses. Michael focuses on financial planning, investment management, and providing guidance on other financial advisors.
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
CO
04/15/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 04/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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