Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Gabriel Peters is a financial professional with over 25 years of experience in the financial services industry. Todd is currently registered with Tiaa-Cref Individual & Institutional Services, LLC, and is a licensed investment advisor representative. He has a strong background in securities and investment management, with experience in various areas of financial planning, including portfolio management, financial planning, and selection of other advisors. Todd is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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
05/30/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
TX
01/01/1997 - 08/02/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
11/28/1995 - 11/26/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MI
07/07/1995 - 11/02/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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