Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Aldred is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Veronica has been in the financial industry since 2006 and has a broad range of experience. Veronica holds licenses to provide financial advice in a large number of states, and is also registered as an Investment Advisor Representative (IAR) in North Carolina. In addition to her current role, Veronica has also worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Pruco Securities, LLC., PFS Investments Inc., and Equity Services, Inc. Veronica specializes in portfolio management for individuals and businesses, and also provides financial planning and selection of other advisors services.
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
08/12/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
06/28/2012 - 01/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
12/03/2010 - 06/27/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
07/09/2009 - 08/31/2010
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NC
03/27/2009 - 05/29/2009
PFS INVESTMENTS INC. (CHARLOTTE NC)
NC
06/05/2006 - 07/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
01/01/2005 - 05/11/2006
EQUITY SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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