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Mary beth Zeitlen

Tiaa-Cref Individual & Institutional Services, LLC

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About Mary beth Zeitlen

Mary beth Zeitlen is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC, a firm with over 1220 licensed agents and 1413 registered representatives. Mary beth has been in the financial services industry since 2003 and is a registered representative with FINRA. Mary beth's primary focus is providing financial planning and portfolio management services to individuals and corporations. Mary beth also works with charitable organizations and high-net-worth individuals. She is licensed to provide financial services in North Carolina.

Firm Information

Mary beth Zeitlen is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Mary beth Zeitlen’s Registration & Firm History

NC

06/10/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NC

12/16/2002 - 10/08/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

01/24/2006 - 12/11/2006

TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/24/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mary beth Zeitlen. Review regulatory record here.
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