Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Okam is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Michael has been in the financial services industry since 2007. Prior to joining TIAA-CREF, Michael was employed by Wells Fargo Advisors, LLC. Michael has a Series 6, Series 63, and Series 6TO licenses. Michael is registered in 51 states and the District of Columbia.
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
01/08/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
SC
01/26/2007 - 09/26/2011
WELLS FARGO ADVISORS, LLC (ROCK HILL SC)
BC
Issued 12/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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