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Deborah Dayle Yearwood

Tiaa-Cref Individual & Institutional Services, LLC

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About Deborah Dayle Yearwood

Deborah Yearwood is a financial professional with over 20 years of experience in the industry. She is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and her primary office location is in Charlotte, NC. Deborah has a strong background in investment company products and variable contracts, holding both Series 6 and SIE licenses. Prior to her current role, Deborah held positions with MetLife Investors Distribution Company and MetLife Securities, Inc., also in Charlotte. She began her career with Vanguard Marketing Corporation. Deborah is dedicated to providing financial guidance and personalized investment strategies to her clients.

Firm Information

Deborah Yearwood 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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Deborah Yearwood’s Registration & Firm History

NC

06/22/2020 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NC

06/30/2016 - 07/02/2018

METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)

NC

08/02/2014 - 06/30/2016

METLIFE SECURITIES, INC (CHARLOTTE NC)

NC

09/03/1998 - 10/02/2007

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 08/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Dayle Yearwood.
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