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Phyllis Marjorie Lowe

Tiaa-Cref Individual & Institutional Services, LLC

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About Phyllis Marjorie Lowe

Phyllis Marjorie Lowe is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Phyllis has been in the industry since 1992. Phyllis is licensed in the state of Maryland and offers financial planning and portfolio management services to individuals and corporations. Phyllis has experience with a variety of investments, including stocks, bonds, and mutual funds. Phyllis also has experience working with charitable organizations and high-net-worth individuals.

Firm Information

Phyllis Lowe 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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Phyllis Lowe’s Registration & Firm History

MD

04/15/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Bethesda MD)

RI

10/27/2022 - 03/06/2024

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

10/26/2021 - 09/21/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NA

05/17/1994 - 12/15/1994

PRUCO SECURITIES CORPORATION

NA

11/10/1992 - 09/02/1993

DELAWARE DISTRIBUTORS,INC.

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Licenses & Designations

BOTH

Issued 03/25/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/22/2020

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phyllis Marjorie Lowe.
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