Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Brickey is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. William has been in the financial services industry since June 20, 2019 and is registered in 51 states. William is a Series 7TO, Series 6TO, and Series 63 licensed individual, and specializes in a variety of financial services, including securities, insurance and mutual funds.
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
TX
06/21/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 07/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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