Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Willis is a financial professional with a background in the financial services industry. Robert is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since 2015. Robert has worked with a variety of financial institutions, including Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC. Robert offers financial planning and portfolio management services to individuals and other clients.
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
04/10/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
06/05/2023 - 03/08/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
07/23/2015 - 03/02/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/01/2012 - 07/08/2015
J.P. MORGAN SECURITIES LLC (PLANO TX)
TX
03/15/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
TX
04/13/2009 - 03/04/2010
METLIFE SECURITIES INC. (DALLAS TX)
BOTH
Issued 04/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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