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Philise Monae Coggins

Tiaa-Cref Individual & Institutional Services, LLC

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About Philise Monae Coggins

Philise Monae Coggins is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Philise has been in the financial services industry since 2021 and has worked with several firms, including Wells Fargo Clearing Services, LLC and Truist Investment Services, Inc. Philise is registered to offer securities advice in 51 states and has passed the Series 7TO, Series 63, and SIE exams. Philise provides a range of financial advisory services including financial planning, selection of other advisors, and portfolio management for both individuals and businesses.

Firm Information

Philise Coggins 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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Philise Coggins’s Registration & Firm History

NC

10/05/2023 - Present

Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)

NC

03/03/2023 - 10/02/2023

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

NC

04/12/2022 - 11/28/2022

TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

08/20/2021 - 03/08/2022

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 08/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Philise Monae Coggins. Review regulatory record here.
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