Unclaimed
Tammie McEachin is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Tammie has over 12 years of experience in the financial services industry. Tammie holds Series 6, 7, 24, 63, and 66 licenses and is registered in 51 states and the District of Columbia. Tammie specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, corporations, and charitable organizations. Tammie has previously worked at MetLife Investors Distribution Company and UBS Financial Services Inc.
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
03/31/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
08/07/2013 - 03/03/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
02/07/2012 - 04/30/2012
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
10/23/2009 - 08/31/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
10/17/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
09/14/2006 - 07/11/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
PA
08/17/2004 - 07/01/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 03/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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