Unclaimed
Denise Crispino is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC, a firm based in New York, NY. Denise has over 30 years of experience in the financial services industry and has been registered with the SEC since 2002. Denise offers financial planning and portfolio management services for both businesses and individuals. Denise has been active in the industry since February 16, 1990.
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
CT
01/27/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (HAMDEN CT)
CT
08/13/2011 - 05/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
CT
03/30/2010 - 07/19/2011
CHASE INVESTMENT SERVICES CORP. (MILFORD CT)
CT
06/02/2009 - 03/19/2010
CCO INVESTMENT SERVICES CORP. (ORANGE CT)
CT
10/20/2004 - 05/20/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORANGE CT)
NY
12/05/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CT
07/28/1999 - 12/03/2002
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
MA
11/17/1995 - 07/16/1999
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
NY
03/22/1991 - 11/21/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
02/20/1990 - 03/21/1991
FINANCIAL SERVICES MARKETING, INC. (NEW YORK NY)
NA
05/21/1987 - 04/13/1989
ISFA CORPORATION
IA
Issued 07/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/28/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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