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Monica Ie tan

Tiaa-Cref Individual & Institutional Services, LLC

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About Monica Ie tan

Monica Ie tan is a financial advisor currently working at Tiaa-Cref Individual & Institutional Services, LLC. Monica has been working in the financial industry since 2002, and holds licenses in all 50 states. Monica has prior experience working at several other firms including Multi-Financial Securities Corporation, Financial Network Investment Corporation, United Planners' Financial Services of America A Limited Partner, InterSecurities, Inc., and SunAmerica Securities, Inc.. Monica is also registered with FINRA and is a Series 7 and Series 66 licensed individual. Monica focuses on providing comprehensive financial planning advice to individuals and families.

Firm Information

Monica Ie tan 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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Monica Ie tan’s Registration & Firm History

CO

10/04/2006 - Present

Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)

CO

07/05/2006 - 09/26/2006

MULTI-FINANCIAL SECURITIES CORPORATION (DENVER CO)

CO

09/30/2004 - 06/07/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (FORT COLLINS CO)

AZ

08/02/2001 - 12/02/2002

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)

FL

02/14/2001 - 08/02/2001

INTERSECURITIES, INC. (ST. PETERSBURG FL)

AZ

08/25/2000 - 02/16/2001

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 12/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Ie tan.
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