Unclaimed
Nina Mitchell grevious is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC, where she has worked since May 2007. Previously, she was a registered representative at Teachers Personal Investors Services, INC. Nina has over 30 years of experience in the financial industry. She holds Series 6, 26, and 63 licenses. Her expertise includes financial planning and portfolio management. Nina has worked with a variety of clients, including individuals, corporations, and charitable organizations.
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
NC
05/16/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
05/16/2007 - 12/31/2016
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
MA
05/17/2006 - 04/27/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
01/12/2005 - 05/17/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
RI
12/12/2002 - 04/20/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MO
10/01/2000 - 05/22/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/07/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/14/1992 - 07/16/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/31/1991 - 01/13/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BC
Issued 02/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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