Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Navarra Tomaneng is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Jeffrey has been in the financial services industry since April 24, 1995. Prior to joining TIAA-CREF, Jeffrey worked for firms such as Lion Street Financial, LLC and Lincoln Investment. Jeffrey is licensed in several states, including Massachusetts, New York, Rhode Island and Virginia. He specializes in retirement planning, college savings, and estate planning.
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
MA
01/23/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
08/29/2019 - 01/11/2021
LION STREET FINANCIAL, LLC (NEWTON MA)
MA
01/06/2009 - 08/14/2019
LINCOLN INVESTMENT (WALTHAM MA)
MA
06/06/2007 - 01/05/2009
U.S. WEALTH ADVISORS, LLC. (WOBURN MA)
MA
02/28/2002 - 06/14/2007
NEW ENGLAND SECURITIES (WELLESLEY MA)
RI
01/29/2001 - 02/19/2002
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
NY
06/18/1999 - 01/19/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/21/1998 - 06/09/1999
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
05/22/1995 - 11/19/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/28/1994 - 04/13/1995
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 01/08/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1995
Series 3 - National Commodity Futures Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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