Unclaimed
Reece Macgregor Betcher is an investment advisor representative at Tiaa-Cref Individual & Institutional Services, LLC. Reece has been in the industry since July 12, 2019, and is registered with the state of Oregon. Reece has a Series 66 license, which allows him to offer investment advice to individuals and businesses in the state of Oregon. Reece is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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
OR
06/20/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Tigard OR)
OR
05/13/2020 - 05/31/2024
CHARLES SCHWAB & CO., INC. (Portland OR)
OR
01/28/2019 - 12/17/2019
EDWARD JONES (PORTLAND OR)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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