Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Aguilar is a licensed investment advisor representative associated with TIAA-CREF Individual & Institutional Services, LLC. Nancy is registered in 52 states and the District of Columbia. She has held her current position with TIAA-CREF since June 2021. Nancy specializes in providing financial planning, selection of other advisors, and portfolio management services for individuals. She is a Series 63, 6TO, and SIE licensed holder.
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
06/21/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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