Unclaimed
Elizabeth Mary Ruiz is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Elizabeth has been in the financial services industry since 1998 and has been with Tiaa-Cref since 2001. Elizabeth is registered with the state of Colorado and Maine. Elizabeth's areas of specialization include Securities, Variable Contracts and Mutual Funds. Elizabeth is also licensed to sell Insurance products.
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
CO
08/14/2001 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
12/15/1997 - 02/12/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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