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Michael Mickey Valencia

Tiaa-Cref Individual & Institutional Services, LLC

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About Michael Mickey Valencia

Michael Valencia is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Michael is based in CHARLOTTE, NC and has been in the financial industry since 2020. Michael has a Series 63, Series 6TO and a SIE license and is registered to sell securities in 51 states. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, Michael worked with CETERA INVESTMENT SERVICES LLC in CHARLOTTE, NC. Michael provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Michael Valencia 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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Michael Valencia’s Registration & Firm History

NC

05/06/2021 - Present

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

NC

12/21/2019 - 04/12/2021

CETERA INVESTMENT SERVICES LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/25/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Mickey Valencia.
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