Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reginald? Claim Your ProfileReginald Wheeler is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC and has been in the industry since 2009. Reginald Wheeler is registered with the state of Louisiana as an investment advisor representative and is also a broker with the same firm. Reginald Wheeler is licensed in 51 states, and has a Series 6, 7, 63 and 65 license. Reginald Wheeler is affiliated with TIAA since March 2023 and has previously worked with Horace Mann Investors, Inc. and Pruco Securities, LLC. Reginald Wheeler specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses and charitable organizations.
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
TX
04/20/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
LA
07/17/2020 - 04/11/2023
HORACE MANN INVESTORS, INC. (BATON ROUGE LA)
LA
09/03/2019 - 07/08/2020
PRUCO SECURITIES, LLC. (Metairie LA)
LA
10/08/2018 - 09/09/2019
PARK AVENUE SECURITIES LLC (Baton Rouge LA)
LA
01/03/2012 - 08/16/2018
GWFS EQUITIES, INC. (BATON ROUGE LA)
LA
06/03/2009 - 12/13/2011
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
IA
Issued 08/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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