linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eliud Joan Martinez

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 Eliud? Claim Your Profile

About Eliud Joan Martinez

Eliud Joan Martinez is a registered representative with TIAA-CREF Individual & Institutional Services, LLC, with over 1 year of experience in the financial services industry. Eliud Joan Martinez has a Series 63 and Series 7 license, which enables them to advise on a wide range of investment products and services. Eliud Joan Martinez holds a Series 7TO license, which indicates expertise in general securities representative examination, and a SIE license, denoting experience in the Securities Industry Essentials Examination. Eliud Joan Martinez has held a previous registration with CHARLES SCHWAB & CO., INC., and is currently registered in all 50 states. Eliud Joan Martinez specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Eliud Martinez 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Eliud Martinez’s Registration & Firm History

TX

03/27/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

07/18/2023 - 09/18/2023

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

Not sure if Eliud Joan Martinez is right for you?

Licenses & Designations

BC

Issued 04/02/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eliud Joan Martinez.
Not sure if Eliud Joan Martinez is right for you?