Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheryl? Claim Your ProfileSheryl Curtis is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Sheryl has been in the financial services industry for over 12 years. She is a Registered Representative and Investment Advisor Representative, licensed in Arizona, Colorado, New Mexico and Utah. Sheryl specializes in providing financial planning, portfolio management and selection of other advisors to individuals, corporations and charitable organizations. She has held previous positions with PNC Investments, Cetera Investment Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc. and Essex National Securities, LLC.
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
NM
09/12/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Albuquerque NM)
NM
01/04/2022 - 08/09/2023
PNC INVESTMENTS (Rio Rancho NM)
NM
09/20/2019 - 10/25/2021
CETERA INVESTMENT SERVICES LLC (ALBUQUERQUE NM)
NM
11/06/2015 - 09/20/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
TN
07/31/2014 - 08/05/2015
SUNTRUST INVESTMENT SERVICES, INC. (MEMPHIS TN)
NJ
06/05/2013 - 06/06/2014
ESSEX NATIONAL SECURITIES, LLC (LAKEWOOD NJ)
NJ
09/19/2012 - 05/24/2013
SANTANDER SECURITIES LLC (WESTMONT NJ)
NJ
04/20/2012 - 09/19/2012
LPL FINANCIAL LLC (CHERRY HILL NJ)
NJ
09/09/2010 - 04/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)
BOTH
Issued 10/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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