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Trajko Papuckoski

Tiaa-Cref Individual & Institutional Services, LLC

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About Trajko Papuckoski

Trajko Papuckoski is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Trajko has been in the financial services industry since 2004. Trajko is licensed in 51 states and the District of Columbia. Trajko's background includes experience with firms such as Farmers Financial Solutions, LLC, Cetera Advisor Networks LLC, and Keeley Investment Corp. Trajko specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Trajko Papuckoski 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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Trajko Papuckoski’s Registration & Firm History

TX

08/24/2023 - Present

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

CA

12/05/2016 - 02/14/2018

FARMERS FINANCIAL SOLUTIONS, LLC (WOODLAND HILLS CA)

CA

02/04/2016 - 11/16/2016

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

CA

02/04/2016 - 11/16/2016

CETERA ADVISORS LLC (EL SEGUNDO CA)

CA

02/04/2016 - 11/16/2016

CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)

CA

02/04/2016 - 11/16/2016

CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)

CA

02/04/2016 - 11/16/2016

FIRST ALLIED SECURITIES, INC. (El Segundo CA)

CA

02/04/2016 - 11/16/2016

GIRARD SECURITIES, INC. (EL SEGUNDO CA)

CA

02/04/2016 - 11/16/2016

LEGEND EQUITIES CORPORATION (El Segundo CA)

CA

02/04/2016 - 11/16/2016

SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)

CA

02/04/2016 - 11/09/2016

INVESTORS CAPITAL CORP. (EL SEGUNDO CA)

CA

02/04/2016 - 11/09/2016

VSR FINANCIAL SERVICES, INC. (el segundo CA)

IL

02/12/2013 - 11/20/2015

KEELEY INVESTMENT CORP. (CHICAGO IL)

IL

02/22/2008 - 02/21/2013

CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)

IL

10/24/2006 - 12/21/2007

FIFTH THIRD SECURITIES, INC. (MOUNT PROSPECT IL)

IN

07/06/2005 - 09/08/2006

CHASE INVESTMENT SERVICES CORP. (HIGHLAND IN)

IL

06/24/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MA

01/19/2004 - 02/10/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/19/2004 - 02/10/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/20/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/22/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2009

Series 24 - General Securities Principal Examination

BC

Issued 09/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/25/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/15/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Trajko Papuckoski. Review regulatory record here.
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