Unclaimed
Turner Joseph Schroll is a financial advisor with over six years of experience in the industry. Turner is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Turner has previously worked with E*TRADE SECURITIES LLC and AXA ADVISORS, LLC. Turner is licensed to provide financial advice in Indiana, Michigan and North Carolina. Turner holds the Series 63, Series 65, Series 7 and SIE licenses.
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
MI
12/01/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Kalamazoo MI)
NC
05/04/2020 - 08/10/2023
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
06/28/2017 - 04/27/2020
AXA ADVISORS, LLC (CHARLOTTE NC)
IA
Issued 10/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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