Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tencate is an investment advisor representative at Tiaa-Cref Individual & Institutional Services, LLC. Robert has been working in the financial industry since 2003. Robert has a series 7, 6, 63, and 65 license. Robert's certifications include: Robert's specializations include: Robert has been registered with the state of Colorado since 2005, and is also registered in 30 other states. Robert is a highly experienced investment advisor representative who is committed to helping clients achieve their financial goals. Robert has a wide range of experience in the financial industry, and is well-equipped to provide clients with comprehensive financial planning and investment advice.
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
02/26/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
NY
12/12/2003 - 12/02/2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MO
03/03/2003 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 02/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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