Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janna? Claim Your ProfileJanna Marie Allen is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Janna has been in the financial industry since 2018 and is licensed in 51 states. Janna specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and corporations. Janna is committed to helping clients achieve their financial goals.
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
03/05/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 03/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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