Unclaimed
Laura Passio is a registered representative and investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC in Denver, Colorado. Laura has been in the financial services industry since January 2008. Laura holds the Series 6, 26, and 63 licenses. Laura has experience in financial planning, portfolio management for individuals, and selection of other advisors.
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
10/13/2010 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
PA
05/22/2007 - 02/22/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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