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Zareen Grace Church

Tiaa-Cref Individual & Institutional Services, LLC

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About Zareen Grace Church

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.

Firm Information

Zareen Church 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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Zareen Church’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zareen Grace Church.
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