Unclaimed
Edon Prelvukaj is an investment advisor representative registered with TIAA-CREF Individual & Institutional Services, LLC. Edon is a licensed securities professional holding the Series 7TO and SIE licenses, which demonstrate Edon's knowledge and understanding of the securities industry. Edon's background includes experience at Robert Half, Invictus Property Advisors, The Channel Club, Tropical Smoothie Cafe, Susan E. Wagner High School & IS861, and Binghamton University. Edon's current employment at TIAA-CREF Individual & Institutional Services, LLC began in June 2024. Edon specializes in financial planning and portfolio management for individuals.
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
09/10/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Charlotte NC)
BC
Issued 07/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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