Unclaimed
Rhett Belcher is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Rhett has been in the industry since 2010 and is registered with the state of Colorado. Rhett is also licensed to sell securities and provide investment advice in 12 other states. Rhett's primary office is located in Denver, CO. Rhett specializes in working with high-net-worth individuals and institutions and offers financial planning and portfolio management services.
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
03/26/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
04/26/2010 - 11/11/2010
EDWARD JONES (WHEAT RIDGE CO)
BOTH
Issued 03/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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