Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelica? Claim Your ProfileAngelica Trumer is a registered investment advisor representative with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, where she has been employed since May 2024. Angelica has been active in the financial services industry since December 2018. Before joining TIAA-CREF, Angelica worked at Northwestern Mutual Investment Services, LLC from 2018 to 2020. Her previous experience also includes Transamerica Financial Advisors, Inc. from 2015 to 2018. Angelica holds the Series 7, Series 63, Series 65, and Series 66 securities licenses, as well as the Series 24 and Series 51 principal licenses.
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
VA
08/15/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (FAIRFAX VA)
GA
08/07/2018 - 04/03/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
FL
01/19/2015 - 07/30/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
BOTH
Issued 07/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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