Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charu? Claim Your ProfileCharu Shrivastava is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC, registered to offer investment advice in 51 states. Charu specializes in providing investment advice for individuals, high-net-worth individuals, and charitable organizations. Charu joined TIAA-CREF in August 2022 and has been in the industry since August 2022.
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
08/23/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 08/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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