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Farid Antonio Krizman

Tiaa-Cref Individual & Institutional Services, LLC

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About Farid Antonio Krizman

Farid Antonio Krizman is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Farid has been in the financial services industry for over 23 years. Farid is licensed to provide investment advice in 21 states, including California, Arizona, Colorado, Georgia, and Virginia. Farid also holds the Series 7, Series 31, and Series 66 licenses. Farid has previous experience with BANC OF AMERICA INVESTMENT SERVICES, INC., CUNA BROKERAGE SERVICES, INC., MORGAN STANLEY DW INC., and PRUDENTIAL SECURITIES INCORPORATED.

Firm Information

Farid Krizman 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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Farid Krizman’s Registration & Firm History

CA

03/06/2008 - Present

Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)

CA

07/17/2006 - 05/17/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (PASADENA CA)

CA

11/26/2003 - 07/17/2006

CUNA BROKERAGE SERVICES, INC. (LOS ANGELES CA)

NY

03/05/2001 - 11/07/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/26/2000 - 02/20/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/14/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 05/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Farid Antonio Krizman.
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