Unclaimed
Rogelio Hernandez Sandoval is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Rogelio is licensed to sell securities in 52 states. He has been in the industry since August 2018. Rogelio specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers. His services include financial planning and portfolio management. He is also registered as a Registered Representative with FINRA.
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
08/27/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 09/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rogelio Hernandez sandoval is the right advisor for you? Invested Better is here to help.