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TIAA will continue to review new legislation as it's released. investments to be with TIAA www.tiaa.org/opurp. TIAA's Providence, RI is staffed with a team of wealth management https://locations.tiaa.org/ri/providence/15-park-row-west?tc_mcid=so_yext021615. ways for individuals to incorporate RI into their investment strategy. (TIAA) and College Retirement Equities Fund (CREF), New York, NY.
tiaa org ri

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Marcio
Martins

Tiaa-Cref Individual & Institutional Services, LLC

CRD#6384372

Investment Advisor

in Providence, RI

About this Advisor

Marcio Martins is a financial advisor who works out of Providence, Rhode Island, who has been in the financial industry for 10 years. Martins works at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Ultimate Electronics, Citizens Bank, Citizens Securities Inc, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Martins maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to work in Rhode Island. Tiaa-Cref Individual & Institutional Services, LLC is a registered investment firm that has its headquarters in Providence, Rhode Island. The firm has offices in 157 locations and a total of 1,913 financial advisors. It oversees $31 billion in assets among its 76,553 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 35 charitable organizations. Of its 76,553 accounts, 61% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types charged by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,492,592,799

RI Average: $7,464,549,021

Total Number of Employees

1,913

RI Average: 88

Total Number of Accounts

76,553

RI Average: 3,892

Average Account Size

$398,320

RI Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Marcio Martins Work History

Marcio has 10 years of experience.

20212010

2018 - Present (3 years)

Tiaa

2018 - Present (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2018 (4 years)

Citizens Securities Inc

2011 - 2018 (7 years)

Citizens Bank

2010 - 2011 (1 year)

Ultimate Electronics

State Registrations

Marcio is registered in the following state:

Disclosures

Marcio Martins has no disclosures.

Please visit their SEC profile for more details.

Office Location

Tiaa-Cref Individual & Institutional Services, LLC
15 Park Row West Suite 102
Providence, RI 02903 See more firms in Rhode Island

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This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Источник: https://smartadvisormatch.com/advisor-network/rhode-island/marcio-martins-6384372

TIAA Financial Services Providence

Our wealth management advisors in TIAA’s Providence, RI office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (888) 842-2249.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (800) 398-8622.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1146.

TIAA.org

Источник: https://locations.tiaa.org/ri/providence/15-park-row-west

401(a) Defined Contribution Retirement Plan

The 401(a) plan was created through the Rhode Island Retirement Security Act of 2011. The plan includes State workers and MERS members, along with police and fire personnel who do not pay into social security.  Together with the defined benefit pension system, the 401(a) defined contribution plan allows for a secure and more portable retirement system.

The State has partnered with a non-profit, TIAA to administer the plan. The majority of the assets in the plan, which reached over $875 million as of June 30, 2018, are in the low-fee Vanguard age-based index funds.  More details on the investment lineup including performance data, investment fees and universe comparisons can be found at TIAA.org/RI.

Members can schedule individual counseling sessions at no additional charge by calling 800 732-8353, Monday to Friday, 8 a.m. to 8 p.m. (ET). TIAA's office is conveniently located at The Gateway Center at 15 Park Row West, Suite 102 in Providence, RI. Complimentary parking is available.

For more information please visit the Rhode to Retirement website at TIAA.org/RI.

Источник: http://investments.treasury.ri.gov/cash-opeb-529/401-a-defined-contribution-retirement-plan/

A word on risk

Mutual fund investing involves risk; principal loss is possible. There is no guarantee the Fund’s investment objectives will be achieved. The real estate industry is greatly affected by economic downturns or by changes in real estate values, rents, property taxes, interest rates, tax treatment, regulations, or the legal structure of the REIT. Concentrating assets in a particular industry, sector of the economy, or markets may increase volatility because the investment will be more susceptible to the impact of market, economic, regulatory, and other factors affecting that industry or sector compared with a more broadly diversified asset allocation. Non-U.S. investments involve risks such as currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards. These and other risk considerations, such as active management, issuer, mid-cap, and small-cap risks, are described in detail in the Fund’s prospectus.

The Nuveen Family of Funds and the TIAA-CREF Funds are distinct fund families that comprise different investment products, each with its own features, terms and conditions, fee structures and risk factors. Please note, there are no exchange privileges between the two fund families.

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Total returns for a period of less than one year are cumulative. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains.

Retail Class shares are available for purchase through certain financial intermediaries or by contacting the Fund directly at 800-752-8700 or nuveen.com. Retirement Class and Premier Class shares are generally available for purchase through employee benefit plans or other types of savings plans or accounts. Advisor Class shares are available for purchase through certain financial intermediaries and employee benefit plans. Institutional Class shares are available for purchase directly from the Fund by certain eligible investors (which include employee benefit plans and financial intermediaries). Class W shares have limited availability, please see the Fund’s prospectus for more details.

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. ©2021 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial professional or Nuveen at 800.257.8787.


The investment advisory services, strategies and expertise of TIAA Investments, a division of Nuveen, are provided by Teachers Advisors, LLC and TIAA-CREF Investment Management, LLC.

Nuveen Securities, LLC, member FINRA and SIPC.

Источник: https://www.nuveen.com/en-us/mutual-funds/tiaa-cref-real-estate-securities-fund

The Daily Bulletin

Keep your financial goals on track with TIAA’s free live webinars. Reserve your spot today. Visit TIAA.org/webinars to register or watch past presentations on demand.

The following webinars will be offered in May:

Tuesday, May 11

  • Halfway There: A Retirement Checkpoint - Noon
    Give yourself a mid-career financial checkup to evaluate your current savings, and formulate a plan to help pursue your savings goals and manage competing financial priorities.
  • Paycheck for Life - 3:00 p.m.
    You’ve worked hard to save for retirement. TIAA can help you understand how to create a plan that protects you against key retirement risks as well as helps build a diversified retirement income plan.

-----------------------

Wednesday, May 12

  • Responsible Investing: Portfolios with Purpose - Noon
    Make an impact with a social choice. Did you know that responsible investing enables investors to align their social and environmental principals with their financial goals? Learn the factors that make an investment socially responsible, the history of RI, and ways for individuals to incorporate RI into their investment strategy.
  • Money at Work 2: Sharpening Investment Skills - 3:00 p.m.
    Feel more secure in your savings strategy by verifying that you’re on the right track, and if you’re off track, find out what adjustments you need to make. Learn how to plan your investments and hold on to as much of your nest egg as possible.

-----------------------

Thursday, May 13

  • The 411 on 529 College Savings Plans - Noon
    Learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself, or other loved one.
Submitted by: Linda L. Kravitz
Also appeared:
Tuesday, May 4, 2021
Thursday, May 6, 2021
Источник: https://dailybulletin.buffalostate.edu/tiaa-live-online-financial-webinars-may

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Источник: https://www.retirementatwork.org/ri

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TIAA May Financial Wellness Webinars

TIAA, one of Illinois Tech’s 403(b) Retirement Plan vendors, has announced several Financial Essentials webinars running from May 11-13, 2021. Sessions are listed below, are open to all retirement plan participants regardless of the vendor with which they invest, and are available for on-demand viewing for 30 days following the live broadcasts. For additional information and to register, visit tiaa.org/webinars.

  • Halfway There: A retirement Checkpoint, May 11 at 11am CST. You can give yourself a mid-career financial checkup to evaluate your current savings, formulate a plan to help pursue your savings goals and manage competing financial priorities.
  • Lifetime Income: Paycheck for life, May 11 at 2pm CST. You’ve worked hard to save for retirement. TIAA can help you understand how to create a plan that protects you against key retirement risks as well as helps build a diversified retirement income plan
  • Responsible Investing: Portfolios with purpose, May 12 at 11am CST. Make an impact with a social choice. Did you know that responsible investing enables investors to align their social and environmental principles with their financial goals? Learn the factors that make an investment socially responsible, the history of RI and ways for individuals to incorporate RI into their investment strategy.
  • Money at Work 2: Sharpening investment skillsMay 12 at 2pm CST. Feel more secure in your savings strategy by verifying you’re on the right track. And if you’re off track, know what adjustments you need to make. Learn how to plan your investments and hold on to as much of your nest egg as possible.
  • The 411 tiaa org ri 529 College Savings Plans, May 13 at 11am CST. You can learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or other loved one.
  • Health Savings Accounts as a Nest Egg, May 13 at 2pm CST. You may know about the tax advantages of contributing to a Health Savings Account (HSA), but did you know that HSAs are also a way to save for health care expenses in retirement? In addition, one of the many benefits of an HSA is that the unused balances can be invested for potential growth over the long term and used during retirement years when healthcare expenses may be significantly higher. During this discussion, we’ll go through how HSAs can help you in your journey toward financial wellness.

For information on Illinois Tech’s retirement plans, please visit the HR Portal Retirement Plan page. As always, questions regarding the retirement plan can be directed to Viktoria Rill in Human Resources at [email protected] or tiaa org ri Benefits, Office of Human Resources, Retirement Planning

Источник: https://today.iit.edu/tiaa-may-financial-wellness-webinars/

The Daily Bulletin

Keep your financial goals on track with TIAA’s free live webinars. Reserve your spot today. Visit TIAA.org/webinars to register or watch past presentations on demand.

The following webinars will be offered in May:

Tuesday, May 11

  • Halfway There: A Retirement Checkpoint - Noon
    Give yourself a mid-career financial checkup to evaluate your current savings, and formulate a plan to help pursue your savings goals and manage competing financial priorities.
  • Paycheck for Life - 3:00 p.m.
    You’ve worked hard to save for retirement. TIAA can help you understand how to create a plan that protects you against key retirement risks as well as helps build a diversified retirement income plan.

-----------------------

Wednesday, May 12

  • Responsible Investing: Portfolios with Purpose - Noon
    Make an impact with a social choice. Did you know that responsible investing enables investors to align their social and environmental principals with their financial goals? Learn the factors that make an investment socially responsible, the history of RI, and ways for individuals to incorporate RI into their investment strategy.
  • Money at Work 2: Sharpening Investment Skills - 3:00 p.m.
    Feel more color by number for adults christmas in your savings strategy by verifying that you’re on the right track, and if you’re off track, find out what adjustments you need to make. Learn how to plan your investments and hold on to as much of your nest egg as possible.

-----------------------

Thursday, May 13

  • The 411 on 529 College Savings Plans - Noon
    Learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself, or other loved one.
Submitted by: Linda L. Kravitz
Also appeared:
Tuesday, May 4, 2021
Thursday, May 6, 2021
Источник: https://dailybulletin.buffalostate.edu/tiaa-live-online-financial-webinars-may

A word on risk

Mutual fund investing involves risk; principal loss is possible. There is no guarantee the Fund’s investment objectives will be achieved. The real estate industry is greatly affected by economic downturns or by changes in real estate values, rents, property taxes, interest rates, tax treatment, regulations, or the legal structure of the REIT. Concentrating assets in a particular industry, sector of the economy, or markets may increase volatility because the investment will be more susceptible to the impact of market, economic, regulatory, and other factors affecting that industry or sector compared with a more broadly diversified asset allocation. Non-U.S. investments involve risks such as currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards. These and other risk considerations, such as active management, issuer, mid-cap, and small-cap risks, are described in detail in the Fund’s prospectus.

The Nuveen Family of Funds and the TIAA-CREF Funds are distinct fund families that comprise different investment products, each with its own features, terms and conditions, fee structures and risk factors. Please note, there are no exchange privileges between the two fund families.

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Total returns for a period of less than one year are cumulative. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains.

Retail Class shares are available for purchase through certain financial intermediaries or by contacting the Fund directly at 800-752-8700 or nuveen.com. Retirement Class and Premier Class shares are generally available for purchase through employee benefit plans or other types of savings plans or accounts. Advisor Class shares are available for purchase through certain financial intermediaries and employee benefit plans. Institutional Class shares are available for purchase directly from the Fund by certain eligible investors (which include employee benefit plans and financial intermediaries). Class W shares have limited availability, please see the Fund’s prospectus for more details.

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product chase report fraud phone number derived from a weighted average of the tiaa org ri figures associated with its three- five- and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the tiaa org ri overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. ©2021 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its tiaa org ri providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising tiaa org ri any use of this information.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, tiaa org ri request a prospectus or summary prospectus from your financial professional or Nuveen at 800.257.8787.


The investment advisory services, strategies and expertise of TIAA Investments, a division of Nuveen, are provided by Teachers Advisors, LLC and TIAA-CREF Investment Management, LLC.

Nuveen Securities, LLC, member FINRA and SIPC.

Источник: https://www.nuveen.com/en-us/mutual-funds/tiaa-cref-real-estate-securities-fund

TIAA Financial Services Providence

Our wealth management advisors in TIAA’s Providence, RI office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (888) 842-2249.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (800) 398-8622.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1146.

TIAA.org

Источник: https://locations.tiaa.org/ri/providence/15-park-row-west

Join TIAA for live online financial webinars to help you increase your financial know-how. Visit TIAA.org/webinars to reserve your spot or view past webinars.

January 2019

  • SPECIAL TOPIC: Top five estate planning mistakes 1/8, 12-1 p.m.
  • The Starting Line: Why and how retirement saving should begin now 1/8, 3-4 p.m.
  • Attention to Detail: Financial finishing touches for women 1/9, 12-1 p.m.
  • Tomorrow in Focus: Saving for your ideal retirement 1/9, 3-4 p.m.
  • SPECIAL TOPIC: Quarterly economic and market update 1/10, 12-1 p.m.
  • SPECIAL TOPIC: All About IRAs 1/10, 3-4 p.m.

February 2019

  • Healthy Numbers: Integrating healthcare into your retirement plan 2/6, 12-1 p.m.
  • SPECIAL TOPIC: Hacking the human—Cybersecurity and you 2/7, 12-1 p.m.
  • SPECIAL TOPIC: Introduction to trusts 2/12, 12-1 p.m.
  • Charting Your Course: A financial guide for women 2/12, 3-4 p.m.
  • SPECIAL TOPIC: The 411 on 529 college savings plans 2/13, 12-1 p.m.
  • Inside Money: Managing income and debt 2/13, 3-4 p.m.
  • SPECIAL TOPIC: Demystifying Life Insurance 2/14, 12-1 p.m.
  • Halfway There: A retirement checkpoint 2/14, 3-4 p.m.

March 2019

  • SPECIAL TOPIC: Understanding the retirement decision 3/7, 12-1 p.m. (ET)
  • SPECIAL TOPIC: Social Security basics 3/12, 12-1 p.m.
  • Gaining Insight: Navigating debt consolidation & understanding the mortgage process 3/12, 3-4 p.m.
  • SPECIAL TOPIC: Responsible Investing (RI) 3/13, 12-1 p.m.
  • Money at Work 1: Foundations of investing 3/13, 3-4 p.m.
  • SPECIAL TOPIC: Market-proof your retirement 3/14, 12-1 p.m.
  • Postcards From the Future: A woman’s guide to financially ever after 3/14, 3-4 p.m.
View Flyer
Источник: https://hr.unc.edu/tiaa-live-online-financial-webinars/

401(a) Defined Contribution Retirement Plan

The 401(a) plan was created through the Rhode Island Retirement Security Act of 2011. The plan includes State workers and MERS members, along with police and fire personnel who do not pay into social security.  Together with the defined benefit pension system, the 401(a) defined contribution plan allows for a secure and more portable retirement system.

The State has partnered with a non-profit, TIAA to administer the plan. The majority of the assets in the plan, which reached over $875 million as of June 30, 2018, are in the low-fee Vanguard age-based index funds.  More details on the investment lineup including performance data, investment fees and universe comparisons can be found at TIAA.org/RI.

Members can schedule individual counseling sessions at no additional charge by calling 800 732-8353, Monday to Friday, 8 a.m. to 8 p.m. (ET). TIAA's office is conveniently located at The Gateway Center at 15 Park Row West, Suite 102 in Providence, RI. Complimentary parking is available.

For more information please visit the Rhode to Retirement website at TIAA.org/RI.

Источник: http://investments.treasury.ri.gov/cash-opeb-529/401-a-defined-contribution-retirement-plan/

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Источник: https://www.retirementatwork.org/ri

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Comments

  1. Theft made possible because of Government, thru their accomplices the Banks . Fascism: The merger between government and corporations.

  2. Ringpheu Zeme for some reason I have to add a bank before I can accept payment now

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