Invested Better
Unclaimed

Unclaimed

Unclaimed

Aida Corinne Gonzalez

Tiaa-Cref Individual & Institutional Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Aida? Claim Your Profile

About Aida Corinne Gonzalez

Aida Gonzalez is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Aida has a strong background in providing financial planning and investment management services to individuals and businesses. Aida is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has previously held positions with PNC Investments, Allstate Financial Services, LLC, Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.

Firm Information

Aida Gonzalez is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Compensation from affiliates

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Aida Gonzalez’s Registration & Firm History

PA

05/28/2014 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Radnor PA)

PA

11/15/2013 - 03/07/2014

PNC INVESTMENTS (PHILADELPHIA PA)

PA

11/15/2012 - 11/04/2013

ALLSTATE FINANCIAL SERVICES, LLC (NORRISTOWN PA)

PA

10/11/2007 - 01/10/2011

FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)

PA

02/02/2006 - 08/31/2007

ALLSTATE FINANCIAL SERVICES, LLC (PHILADELPHIA PA)

PA

12/16/1998 - 01/26/2006

AMERIPRISE FINANCIAL SERVICES, INC. (PHILADELPHIA PA)

MN

12/16/1998 - 01/26/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Aida Corinne Gonzalez is right for you?

Licenses & Designations

BOTH

Issued 02/06/2014

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/21/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aida Corinne Gonzalez.
Not sure if Aida Corinne Gonzalez is right for you?