Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Hunsaker-gould is a financial advisor with over 15 years of experience in the industry. Whitney is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and holds Series 6, Series 63 and SIE licenses. Whitney has a strong background in financial planning, portfolio management, and investment products, with expertise in a variety of areas including investments, insurance, and retirement planning. Whitney is committed to providing her clients with personalized financial advice and guidance 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
MA
04/01/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)
CO
08/27/2013 - 03/12/2014
J.P. MORGAN SECURITIES LLC (THORNTON CO)
IL
06/20/2011 - 06/19/2012
PNC INVESTMENTS (ST CHARLES IL)
IL
12/20/2007 - 09/11/2009
CHASE INVESTMENT SERVICES CORP. (ST. CHARLES IL)
NV
05/01/2006 - 11/09/2007
FARMERS FINANCIAL SOLUTIONS, LLC (LAS VEGAS NV)
IL
06/02/2005 - 04/04/2006
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
NC
11/12/2004 - 05/10/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 12/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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