Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brannon is a financial professional with over a decade of experience in the industry. Robert is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since October 2012. Prior to that, Robert worked with VANGUARD MARKETING CORPORATION. Robert holds licenses for Series 6, 7 and 63 exams and has a specializations in securities, mutual funds and variable annuities.
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
10/08/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
09/04/2008 - 09/13/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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