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Natalie Grace Collins

Tiaa-Cref Individual & Institutional Services, LLC

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About Natalie Grace Collins

Natalie Collins is a financial professional with over 20 years of experience in the financial services industry. Natalie is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Natalie has held previous roles at JPMorgan Securities LLC, The Huntington Investment Company, Wachovia Securities, LLC, UBS Financial Services Inc., J.C. Bradford & Co., PaineWebber Incorporated, and Dean Witter Reynolds Inc. Natalie is committed to providing financial guidance and investment advice to individuals and businesses.

Firm Information

Natalie Collins 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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Natalie Collins’s Registration & Firm History

OH

05/22/2019 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Pickerington OH)

OH

05/10/2016 - 05/16/2019

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

OH

08/19/2013 - 05/02/2016

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

MO

10/17/2003 - 04/03/2006

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NJ

07/18/2001 - 09/15/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

03/24/1998 - 07/20/1999

J.C. BRADFORD & CO. (NEW YORK NY)

NJ

11/09/1993 - 03/13/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

08/18/1993 - 11/02/1993

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 08/01/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/27/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/24/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalie Grace Collins.
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