Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Leon Haberacker is an investment professional with over 20 years of experience in the financial services industry. Richard is currently registered with TIAA-CREF Individual & Institutional Services, LLC, a leading provider of financial services for individuals and institutions. Richard has been registered with TIAA-CREF Individual & Institutional Services, LLC since 2001. Previously, Richard worked at Vanguard Marketing Corporation in Malvern, PA. Richard has a broad range of experience in investment management, financial planning, and retirement planning. Richard holds Series 6, 7, 26 and 63 licenses as well as the SIE designation.
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
NC
05/26/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
01/18/2001 - 01/22/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
05/20/1996 - 02/08/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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