Unclaimed
Agnes Littmann is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Agnes has been working in the financial industry since August 2018 and is registered to provide investment advice in 51 states, as well as the District of Columbia. Agnes is also registered as a Registered Representative (RA) in North Carolina.
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
03/05/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Pineville NC)
BOTH
Issued 03/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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