Unclaimed
Michael Davis is a financial professional with over 2 years of experience in the industry. Michael is a licensed securities agent and has passed the Series 6TO and SIE exams. Michael is registered to provide investment advisory services in all 50 states. Michael is currently employed with TIAA-CREF Individual & Institutional Services, LLC. TIAA-CREF Individual & Institutional Services, LLC is an investment advisor registered with the SEC, with over 1270 investment advisor representatives.
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
06/10/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 06/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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