Unclaimed
Mark Edward Rachaner is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Mark has been in the industry since 2023 and is registered to provide investment advice in all 50 states. Mark is licensed to sell variable contracts and other investment products and can help you develop a financial plan and select 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
TX
12/13/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
03/27/2023 - 11/28/2023
TRANSAMERICA CAPITAL, INC. (Plano TX)
BC
Issued 01/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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