Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Irimia is an Investment Advisor Representative at Tiaa-Cref Individual & Institutional Services, LLC and has been in the financial services industry since 1985. Elena has a strong background in providing financial planning and portfolio management services for both individuals and businesses. Elena is registered to provide advisory services in 27 states and is also a licensed Investment Advisor in Louisiana. Previous employers include J.P. Morgan Securities LLC, Morgan Stanley, and Citigroup Global Markets Inc.
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
LA
08/25/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Metairie LA)
LA
02/15/2013 - 07/29/2014
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
LA
10/15/2010 - 03/01/2013
MORGAN STANLEY (NEW ORLEANS LA)
NY
06/01/2009 - 07/13/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
03/08/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
05/22/1996 - 11/16/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
NY
04/24/1987 - 05/24/1996
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NA
12/06/1984 - 01/06/1988
W. S. GRIFFITH & CO., INC.
BOTH
Issued 03/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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