Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Edward Talavera is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC based in Denver, CO. Vincent has been in the industry since 1997 and is registered with FINRA, the Securities and Exchange Commission, and the state of Colorado as an Investment Advisor Representative. Vincent specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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
CO
10/01/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Denver CO)
CO
11/02/2004 - 04/22/2005
JANUS DISTRIBUTORS LLC (DENVER CO)
TN
08/28/2002 - 10/26/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
08/28/2002 - 10/26/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
07/08/2002 - 08/27/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/29/1997 - 06/12/2002
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
07/25/1996 - 03/20/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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