Unclaimed
Mary Frances Sanderson is a registered Investment Advisor Representative (IAR) and a Broker-Dealer Representative. Mary is associated with Tiaa-Cref Individual & Institutional Services, LLC in Flower Mound, TX. She is licensed to offer investment advice in 51 states and the District of Columbia, and she has also passed the Series 65 exam, qualifying her to offer investment advice.
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
10/10/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Flower Mound TX)
IA
Issued 09/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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