Unclaimed
Sabrina Yvonne Evenosky is a financial professional with over 20 years of experience in the industry. She is currently registered with TIAA-CREF Individual & Institutional Services, LLC, where she provides financial planning and portfolio management services to individuals and corporations. Sabrina has a strong background in securities, holding Series 6, 7, and 63 licenses as well as the SIE and Series 65 exams. Prior to joining TIAA-CREF, Sabrina held positions at Dean Witter Reynolds Inc., Thomas James Associates, Inc., and 1717 Capital Management Company.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
04/28/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Radnor PA)
NY
10/20/2000 - 07/28/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
DE
06/18/1991 - 11/25/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
11/25/1987 - 10/04/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/21/1985 - 10/19/1987
THOMAS JAMES ASSOCIATES, INC.
IA
Issued 04/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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