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Nina Mitchell grevious

Tiaa-Cref Individual & Institutional Services, LLC

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About Nina Mitchell grevious

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.

Firm Information

Nina Mitchell grevious 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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Nina Mitchell grevious’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nina Mitchell grevious.
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