Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Robert Latzel is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Tristan has been in the industry since 2019 and has passed the Series 63, Series 65, and Series 7 exams. Tristan is currently registered in 51 states and the District of Columbia. Tristan specializes in financial planning, selection of other advisers, and portfolio management for individuals.
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
02/14/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
IA
Issued 02/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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