Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McGlynn is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Thomas has over 30 years of experience in the financial industry. Thomas is a registered representative in North Carolina and holds the Series 6, 7, 24, 26 and SIE licenses. Thomas has a strong background in providing financial planning and portfolio management services to 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
NC
06/12/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
PA
04/07/2003 - 10/02/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
RI
09/15/1994 - 03/27/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
08/31/1988 - 07/14/1994
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NA
08/31/1987 - 07/15/1988
THE DREYFUS SERVICE CORPORATION
BC
Issued 01/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/29/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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