Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Robert Westermeier is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Mark is also a registered investment advisor. Mark's professional career began in 2014. Mark has been with TIAA-CREF Individual & Institutional Services, LLC since 2015. Mark's office is located in Ann Arbor, Michigan.
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
MI
04/05/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)
NY
05/03/2007 - 11/17/2008
FIRST INVESTORS CORPORATION (ROCHESTER NY)
BOTH
Issued 08/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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