Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Brian Trisch has been in the financial industry since 1989. Currently, Thomas Brian Trisch is registered with Tiaa-Cref Individual & Institutional Services, LLC as a Registered Representative and Investment Advisor Representative. Thomas Brian Trisch has been associated with TIAA-CREF Individual & Institutional Services, LLC since July 2008. Prior to that, Thomas Brian Trisch was employed by AIG RETIREMENT ADVISORS, INC. and THE VARIABLE ANNUITY MARKETING COMPANY. Thomas Brian Trisch is licensed in 21 states and holds the Series 6, 7, 24, 51, 63 and 65 securities licenses.
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
05/08/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (GRAND RAPIDS MI)
MI
03/02/1999 - 07/28/2008
AIG RETIREMENT ADVISORS, INC. (GRAND RAPIDS MI)
TX
10/16/1989 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 10/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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