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Sandra-dee Ann-marie Goulding

Tiaa-Cref Individual & Institutional Services, LLC

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About Sandra-dee Ann-marie Goulding

Sandra-Dee Goulding is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Sandra-Dee is registered in 51 states and has been in the industry since 2002. Sandra-Dee has passed the Series 7, Series 66 and SIE exams and is also an active member of the firm's investment advisory team. Prior to joining TIAA-CREF, Sandra-Dee worked at Santander Securities LLC and PNC Investments. Sandra-Dee specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

Firm Information

Sandra-dee Goulding 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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Sandra-dee Goulding’s Registration & Firm History

NJ

07/02/2018 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Paterson NJ)

NJ

09/20/2016 - 06/08/2018

SANTANDER SECURITIES LLC (LODI NJ)

AL

02/28/2006 - 09/14/2016

PNC INVESTMENTS (MADISON AL)

PA

01/01/2004 - 03/29/2005

PNC INVESTMENTS (PITTSBURGH PA)

KY

06/01/2002 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

08/10/2001 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 10/10/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra-dee Ann-marie Goulding.
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