Unclaimed
Zareen Grace Church is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. She has been working in the financial services industry since 1999. Zareen has a broad range of experience in providing financial advice, including investment management, financial planning and selection of other advisers. Zareen is registered to provide investment advice in 27 states and is also registered to provide investment advisory services in Colorado. Zareen has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Previously, Zareen was employed by J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., J. P. MORGAN INVEST, LLC, AMERICAN CENTURY INVESTMENT SERVICES INC. and JANUS DISTRIBUTORS, INC.
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
10/03/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
12/12/2003 - 07/24/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
MA
09/20/2005 - 11/21/2005
J. P. MORGAN INVEST, LLC (BOSTON MA)
MO
08/27/2002 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
CO
07/28/1999 - 02/07/2002
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 10/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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