Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shehroze? Claim Your ProfileShehroze Tarique Zubair is a registered representative at Tiaa-Cref Individual & Institutional Services, LLC. Shehroze has been in the industry since January 2025. Shehroze holds Series 63 and Series 65 licenses. Shehroze is a member of the firm's Frisco, TX office. Shehroze specializes in financial planning, portfolio management for individuals and selection of other advisors. Shehroze has experience with individual investors, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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
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TX
01/10/2025 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
Active
Inactive
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