Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rashelle? Claim Your ProfileRashelle Dawnn Pearson is an investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC based in Denver, Colorado. Rashelle has been working in the financial services industry since 2002 and has experience in various investment strategies. She is licensed to provide investment advice in Colorado and Maine. Rashelle has passed the Series 6, Series 7, Series 63, Series 65, and Series 24 exams, demonstrating a broad understanding of financial markets.
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
10/27/2010 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
01/23/2007 - 01/25/2007
FARMERS FINANCIAL SOLUTIONS, LLC (LAKEWOOD CO)
CA
04/08/2004 - 12/19/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NY
01/01/2001 - 03/01/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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