Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Renee Carter is a financial advisor with over 30 years of experience in the industry. Maria is registered with TIAA-CREF Individual & Institutional Services, LLC, and has been with the firm since August 1988. Maria is a Series 6, 7, 24, 26, 51, 63, and 65 licensed advisor. In addition to the current role, Maria has worked at TEACHERS PERSONAL INVESTORS SERVICES, INC. in the past. Maria provides financial planning services, including portfolio management for individuals and selection of other advisors. Maria also owns and operates a copy editing business. Maria is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
TX
08/07/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Plano TX)
NY
12/05/1994 - 12/31/1995
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
IA
Issued 07/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/16/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/15/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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