Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Espinal is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Elizabeth has been in the industry since 2001 and has worked with various firms. Elizabeth is a registered representative in New Jersey and is a registered investment advisor representative in New Jersey and New York. Elizabeth holds a Series 6, Series 7, Series 63 and Series 65 license. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and portfolio management for individuals and businesses.
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
NJ
02/01/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)
NJ
10/01/2020 - 01/30/2024
LPL FINANCIAL LLC (WOODBRIDGE NJ)
NJ
09/19/2012 - 10/02/2020
SANTANDER SECURITIES LLC (PERTH AMBOY NJ)
NJ
02/13/2012 - 09/19/2012
LPL FINANCIAL LLC (MANALAPAN NJ)
NJ
12/03/2010 - 02/07/2012
WELLS FARGO ADVISORS, LLC (METUCHEN NJ)
NJ
03/22/2006 - 12/13/2010
PNC INVESTMENTS (MONROE NJ)
MA
10/20/2004 - 03/21/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/08/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 06/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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