Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson Gregory McKinney is a registered representative and investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Wilson has been in the financial services industry for over 1 year. Wilson holds the Series 6, 7, and 63 securities licenses and has been registered to sell securities in all 50 states and the District of Columbia. Wilson specializes in providing financial planning and portfolio management services for individuals.
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
06/01/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 05/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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