Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Curth is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Robert has been in the industry since 1999 and holds several licenses and certifications, including Series 6, 7, 24, 26, 51, 63, 66 and 99TO. Robert is registered to provide investment advisory services in North Carolina. Robert has experience working with high-net-worth individuals, corporations, and charitable organizations. Robert also provides financial planning and other advisory services, including selection of other advisors.
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
08/17/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BOTH
Issued 08/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 05/19/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/30/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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