Unclaimed
Tina Marie Wood is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Tina has been in the financial services industry since 2022. Tina is licensed to provide financial advice in 49 states. Prior to joining TIAA-CREF, Tina worked at ALLSTATE FINANCIAL SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Tina holds the Series 63, Series 6TO, and SIE 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
TX
08/29/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
09/05/2023 - 08/01/2024
ALLSTATE FINANCIAL SERVICES, LLC (Mckinney TX)
TX
03/22/2022 - 08/13/2023
J.P. MORGAN SECURITIES LLC (MCKINNEY TX)
BC
Issued 04/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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