Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Return? Claim Your ProfileReturn Meigs is a financial advisor with over 30 years of experience in the industry. Return holds a Series 7, Series 9, Series 10, Series 24, and Series 63 license and is registered with the state of Colorado and Maine. Return is currently employed at TIAA-CREF Individual & Institutional Services, LLC and has worked with the company since 2006. Return specializes in financial planning, portfolio management, and selection of other advisors. Return has a proven track record of success in helping clients achieve their financial goals.
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
04/03/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
TX
10/14/1993 - 09/23/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/22/1993 - 09/29/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
02/01/1991 - 06/02/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 02/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/08/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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