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Patsi Lizbeth Gonzalez ibarra

Tiaa-Cref Individual & Institutional Services, LLC

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About Patsi Lizbeth Gonzalez ibarra

Patsi Lizbeth Gonzalez ibarra is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Patsi Lizbeth is licensed in 52 states and the District of Columbia. Patsi Lizbeth holds Series 7TO, Series 63, and SIE licenses. Prior to joining Tiaa-Cref, Patsi Lizbeth worked at Fidelity Brokerage Services LLC in Greenwood Village, CO.

Firm Information

Patsi Gonzalez ibarra 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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Patsi Gonzalez ibarra’s Registration & Firm History

CO

03/01/2024 - Present

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

CO

05/01/2023 - 11/30/2023

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 05/12/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patsi Lizbeth Gonzalez ibarra.
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