Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Garcia is a financial professional with Tiaa-Cref Individual & Institutional Services, LLC. Michelle holds the Series 63, Series 6TO and SIE licenses. Michelle has been in the financial services industry since September 2, 2024, and is licensed to provide financial services in 51 states. Michelle is a registered representative with FINRA and is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
09/03/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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