Unclaimed
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.
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
08/24/2023 - 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)
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
Active
Inactive
F
FINRA
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