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Benjamin Thomas Haynes

Tiaa-Cref Individual & Institutional Services, LLC

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About Benjamin Thomas Haynes

Benjamin Haynes is a financial advisor with over 16 years of experience in the financial services industry. Benjamin is registered with the state of Colorado and is affiliated with TIAA-CREF Individual & Institutional Services, LLC. Benjamin is registered with FINRA as a Series 63, Series 10, and Series 9 representative, as well as a Series 7 and a Series 66 representative. Benjamin has a wide range of experience and is licensed to provide a variety of financial services. He is a strong advocate for his clients and is committed to providing personalized financial advice.

Firm Information

Benjamin Haynes 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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Benjamin Haynes’s Registration & Firm History

CO

11/12/2014 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

CO

10/18/2007 - 09/26/2014

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

BC

Issued 01/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/17/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Thomas Haynes.
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