Unclaimed
Robert Wayne Hagin is a financial advisor with over nine years of experience in the financial services industry. Robert has a strong background in securities and investment advisory services, currently working at TIAA-CREF Individual & Institutional Services, LLC. Robert holds Series 7, Series 63, Series 26, and SIE licenses. Robert's current firm specializes in serving clients, including high-net-worth individuals, corporations, and charitable organizations.
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
01/04/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
03/29/2014 - 04/28/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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