Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Townsend Wolf is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Thomas has been in the financial services industry since 2001. He is registered to provide investment advice in 51 states and the District of Columbia. Thomas has a Series 6, 7, 63, 65, and 66 licenses. He is a specialist in retirement planning, estate planning, and college savings. Thomas's firm is a large investment advisory firm with more than 1,270 investment advisor representatives and over 1,413 registered representatives.
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
08/19/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
SC
09/24/2002 - 08/03/2009
METLIFE SECURITIES INC. (COLUMBIA SC)
SC
09/24/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA SC)
MI
02/26/2001 - 07/18/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 08/09/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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