Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Bivrell is a financial advisor with over 20 years of experience in the industry. Philip is currently registered with TIAA-CREF Individual & Institutional Services, LLC and is licensed to provide investment advice in 52 states. Philip has a broad range of experience, including previous roles with Andrews Securities, LLC, Waddell & Reed, Inc., UBS Securities LLC, National Financial Services LLC, and Banc of America Securities LLC. Philip's expertise includes financial planning, portfolio management for individuals, and selection of other 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
02/23/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
02/22/2010 - 05/20/2010
ANDREWS SECURITIES, LLC (DENVER CO)
CO
11/20/2009 - 02/08/2010
WADDELL & REED, INC. (GOLDEN CO)
CT
02/25/2003 - 12/21/2007
UBS SECURITIES LLC (STAMFORD CT)
MA
08/16/2001 - 11/28/2001
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
12/07/1998 - 03/09/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NA
09/25/1987 - 11/28/1988
FIRST INVESTORS CORPORATION
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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