Invested Better
Unclaimed

Unclaimed

Unclaimed

Deborah Sue Singh

Tiaa-Cref Individual & Institutional Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Deborah? Claim Your Profile

About Deborah Sue Singh

Deborah Sue Singh is a financial advisor with over 17 years of experience in the industry. Deborah is registered with TIAA-CREF Individual & Institutional Services, LLC and is licensed to provide investment advice in Colorado and Maine. Deborah has a strong background in securities and investments and holds several industry licenses, including Series 7, Series 6, Series 63, and Series 24. Deborah specializes in providing financial planning and investment management services for individuals and businesses.

Firm Information

Deborah Singh 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Compensation from affiliates

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Deborah Singh’s Registration & Firm History

CO

10/18/2022 - Present

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

CO

08/14/2018 - 09/13/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

07/30/2004 - 11/26/2013

NFP SECURITIES, INC. (DENVER CO)

OR

01/29/2003 - 07/18/2003

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

TX

10/25/2000 - 03/26/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

Not sure if Deborah Sue Singh is right for you?

Licenses & Designations

BC

Issued 08/27/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/08/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 05/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Sue Singh.
Not sure if Deborah Sue Singh is right for you?