Unclaimed
Morgan Nations is an investment advisor with TIAA-CREF Individual & Institutional Services, LLC and is licensed in Colorado and Maine. Morgan Nations has been active in the financial services industry for over 6 years and is registered as a securities agent in Colorado and Maine. Morgan Nations has experience in investment company products and variable contracts as well as the Securities Industry Essentials. Morgan Nations has been affiliated with TIAA-CREF Individual & Institutional Services, LLC since 2016 and is located in Denver, Colorado.
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
07/25/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 07/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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