Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcie? Claim Your ProfileMarcie Patricia Chrisp is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. She has been active in the financial services industry since January 22, 2003. Marcie is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, Series 7, and SIE licenses. She is also registered as a broker-dealer in 51 states.
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
10/08/2010 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
01/01/2004 - 10/23/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
07/31/2001 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NJ
08/18/2000 - 02/06/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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