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Amira Abou quintanilla Issa

Tiaa-Cref Individual & Institutional Services, LLC

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About Amira Abou quintanilla Issa

Amira Issa Abou Quintanilla is a financial advisor registered with the state of New Jersey and has been in the financial industry since 2012. Amira is currently employed with Tiaa-Cref Individual & Institutional Services, LLC and holds a Series 6, Series 7, and Series 66 license. Previously, Amira worked for both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pruco Securities, LLC. Amira is registered with the states of District of Columbia, Florida, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania. Amira Issa Abou Quintanilla has a history of offering investment advice to individuals and institutions. Amira's focus is to help clients plan for their future.

Firm Information

Amira Issa 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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other

Compensation from affiliates

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Amira Issa’s Registration & Firm History

NJ

03/01/2021 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)

NC

10/09/2014 - 06/05/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

05/04/2012 - 09/24/2014

PRUCO SECURITIES, LLC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 02/25/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amira Abou quintanilla Issa.
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