Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Spears is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Jennifer has been in the financial services industry since 2010. Jennifer holds a Series 6, Series 63 and SIE licenses. Jennifer is registered with FINRA and the state of North Carolina. Jennifer specializes in providing financial planning services, selection of other advisors, and portfolio management for individuals.
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
11/20/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
04/13/2017 - 11/09/2018
PRINCIPAL SECURITIES, INC. (Cornelius NC)
NC
03/12/2010 - 04/28/2014
HORACE MANN INVESTORS INC (MOORESVILLE NC)
BC
Issued 04/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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