Unclaimed
Richard Chandres is a financial advisor associated with TIAA-CREF Individual & Institutional Services, LLC. Richard has been in the financial services industry since 1999. Richard holds the Series 6, 7, 26 and 63 licenses. Richard has been registered with FINRA since 2003. Richard is also registered with the state of Texas. Richard is affiliated with a firm that provides investment advice to individuals and institutional clients, including high-net-worth individuals, corporations, 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
05/27/2003 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
MO
03/05/2003 - 05/08/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
OH
07/11/2000 - 01/03/2003
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NE
08/30/1999 - 07/07/2000
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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