Unclaimed
Jennifer Avesian Fuller is a financial professional with Tiaa-Cref Individual & Institutional Services, LLC. Jennifer is registered to offer securities and investment advisory services in 51 states. Jennifer has been in the financial services industry since July 5, 2024. Jennifer focuses on investments, retirement planning, and wealth management services. Jennifer is able to provide financial planning, portfolio management, and selection of other advisors. Jennifer can also manage portfolios for individuals and investment companies.
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
NC
07/06/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 07/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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