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Shondra Janeil Williams

Tiaa-Cref Individual & Institutional Services, LLC

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About Shondra Janeil Williams

Shondra Janeil Williams is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Shondra Janeil Williams has been in the securities industry for over 10 years and has a strong background in financial planning and portfolio management. Shondra Janeil Williams is registered to provide investment advice in 51 states and the District of Columbia. Shondra Janeil Williams is a graduate of the University of Texas at Arlington and holds a Series 66 and 63 license. Shondra Janeil Williams is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Shondra Williams 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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Shondra Williams’s Registration & Firm History

TX

08/31/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Fort Worth TX)

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Licenses & Designations

BOTH

Issued 08/17/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/16/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shondra Janeil Williams.
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