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Daniel D Parent

Tiaa-Cref Individual & Institutional Services, LLC

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About Daniel D Parent

Daniel D Parent is a registered representative and investment adviser representative with TIAA-CREF Individual & Institutional Services, LLC. Daniel has been in the financial services industry since April 2006. Daniel is registered with the state of California and has a Series 63, Series 66, Series 7, Series 9, and Series 10 license. Daniel provides financial planning and portfolio management services for individuals and businesses. Daniel has a history of working in the financial services industry in Washington, D.C. and San Diego, California.

Firm Information

Daniel Parent 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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Daniel Parent’s Registration & Firm History

CA

09/18/2015 - Present

Tiaa-Cref Individual & Institutional Services, LLC (SAN DIEGO CA)

CA

04/14/2006 - 08/03/2015

SANFORD C. BERNSTEIN & CO., LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/27/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel D Parent.
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