Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irving? Claim Your ProfileIrving Isaac Fallas is a registered representative and investment advisor representative, currently working for TIAA-CREF Individual & Institutional Services, LLC. Irving has been in the financial services industry since 2022. He specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Prior to joining TIAA-CREF, Irving worked at UBS Financial Services Inc. and Morgan Stanley.
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
NY
05/26/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
06/08/2022 - 02/09/2023
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
01/26/2022 - 06/13/2022
MORGAN STANLEY (New York NY)
BOTH
Issued 01/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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