Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Anstrom is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Marc has been in the financial services industry since 1995. He is a registered investment advisor in North Carolina. Marc Anstrom has experience with providing financial planning 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
02/04/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
NY
12/02/2006 - 05/14/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROCHESTER NY)
NY
05/21/2004 - 11/29/2006
CHARLES SCHWAB & CO., INC. (PITTSFORD NY)
NY
12/08/2003 - 05/10/2004
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
TX
12/14/1999 - 11/24/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
08/17/1999 - 12/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
08/28/1998 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/11/1995 - 09/01/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/08/1994 - 08/18/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 02/19/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/16/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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