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Rachelle Lynn Hassan

Tiaa-Cref Individual & Institutional Services, LLC

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About Rachelle Lynn Hassan

Rachelle Hassan is an investment advisor representative registered with Tiaa-cref Individual & Institutional Services, LLC. Rachelle has been in the industry since May 14, 2011, and holds the Series 7, Series 31, and Series 66 licenses. Rachelle has worked for several firms, including UBS Financial Services Inc. and Morgan Stanley, before joining Tiaa-cref Individual & Institutional Services, LLC in March 2015. Rachelle has a history of working with both individuals and corporations.

Firm Information

Rachelle Hassan 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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Rachelle Hassan’s Registration & Firm History

MI

04/01/2015 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Royal Oak MI)

NC

01/08/2015 - 03/25/2015

UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)

MI

02/19/2013 - 09/23/2014

MORGAN STANLEY (TROY MI)

LA

01/24/2011 - 02/19/2013

UBS FINANCIAL SERVICES INC. (NEW ORLEANS LA)

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Licenses & Designations

BOTH

Issued 05/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 01/21/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachelle Lynn Hassan.
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