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John Alfonse Preisser

Tiaa-Cref Individual & Institutional Services, LLC

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About John Alfonse Preisser

John Alfonse Preisser is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC in Denver, Colorado. John has been in the financial services industry since 1992 and has extensive experience in providing financial planning, investment management, and portfolio management services to individuals, high-net-worth individuals, and corporations. He is also an active member of the financial services community. John is committed to helping clients achieve their financial goals and is passionate about providing them with the best possible service.

Firm Information

John Preisser is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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John Preisser’s Registration & Firm History

CO

07/09/1992 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 10/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/17/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2017

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Alfonse Preisser.
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