Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Serafimovski is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. She is a licensed investment advisor representative registered in Michigan. Theresa has been a financial professional for over 18 years and has worked for several firms, including Fidelity Brokerage Services LLC and Chase Investment Services Corp. She holds Series 6, 7, 24, 63, and 65 licenses. Theresa specializes in providing financial planning and investment advice to individuals and families.
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
MI
09/22/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)
MI
11/23/2009 - 06/28/2011
FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)
MI
01/29/2008 - 11/05/2009
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
MI
10/22/2007 - 01/02/2008
NATCITY INVESTMENTS, INC. (NOVI MI)
MI
09/21/2007 - 10/16/2007
COMERICA SECURITIES (DETROIT MI)
MI
07/06/2005 - 09/05/2007
CHASE INVESTMENT SERVICES CORP. (CANTON MI)
IL
09/08/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 06/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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