Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hunicke is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC. William has been working in the financial services industry for over 19 years. William has a wide range of experience in providing financial advice, including portfolio management, financial planning, and selection of other advisers. William is also a licensed insurance agent and is registered to offer securities in North Carolina. William Hunicke is committed to providing clients with personalized financial advice and services 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
NC
06/23/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
08/02/2013 - 06/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
04/13/2012 - 07/30/2013
P.J. ROBB VARIABLE CORPORATION (CHARLOTTE NC)
NC
04/14/2011 - 01/13/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
10/23/2009 - 11/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
02/23/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
12/17/2003 - 12/06/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
05/23/2003 - 12/31/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
08/20/2002 - 05/19/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 04/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Hunicke is the right advisor for you? Invested Better is here to help.
