Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gilleland is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC with over 29 years of experience in the financial services industry. Robert has held previous positions at Teachers Personal Investors Services, Inc., Colonial Investment Services, Inc. and Edward D. Jones & Co., L.P. Robert holds Series 7, 63 and 6TO licenses, as well as the SIE exam. Robert's areas of specialization include Investments, Insurance and Retirement Planning. Robert is registered in Texas.
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
03/10/2010 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
NY
03/18/2009 - 03/10/2010
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
TX
04/17/1996 - 03/30/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAS COLINAS TX)
MA
03/01/1995 - 03/01/1996
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
NA
12/13/1994 - 03/01/1995
COLONIAL INVESTMENT SERVICES
MO
02/14/1994 - 09/28/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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