Best Investors Account Sign in

Barbara Montgomery Selig

Tiaa-Cref Individual & Institutional Services, LLC

Daytona Beach, FL

Ormond Beach, FL

Claim This Profile
Current Employers
Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-07-21
  • FL RA
    APPROVED
    Since 2014-07-21

Branch Locations

1200 West International Speedway Boulevard Building 150, Room 109 A, B, C, Daytona Beach, FL 32114 • United States

Ormond Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Daytona Beach FL 06/2014 Present
Tiaa-Cref Individual & Institutional Services, Llc Daytona Beach FL 06/2014 Present
Previous Registrations
  • 2006-01-27 → 2014-06-23
    Truist Investment Services, Inc.
    Ormond Beach, FL
    Ormond Beach, FL
    Ormond Beach, FL
    Palm Coast, FL
    Palm Coast, FL
    Palm Coast, FL
    Palm Coast, FL
    Ormond Beach, FL
    Ormond Beach, FL
    Palm Coast, FL
    Palm Coast, FL
    Palm Coast, FL
    Daytona Beach, FL
    Ormond Beach, FL
    Ormond Beach, FL
    Palm Coast, FL
    Holly Hill, FL
    Daytona Beach, FL
    Daytona Beach, FL
    Palm Coast, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-25
S63 Uniform Securities Agent State Law Examination 2004-12-20
  • S65 Uniform Investment Adviser Law Examination
    2006-01-25
  • S63 Uniform Securities Agent State Law Examination
    2004-12-20
Other Names
  • Barbara Ann Montgomery

View on SEC IAPD

Other Firms

CHARTER ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIME CAPITAL FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
BENJAMIN F. EDWARDS & COMPANY, INC.

Other Investors

MARK EDWARD NICHOLS
SHANNON LEE BARNWELL
JULIAN C LOPEZ
SUSAN O FINLEY
GAGE KASBEER
JESSE KYLE TURNIPSEED
Lucas D Haber
ANN W SNELLINGS

Other Offices

CHARTER ADVISORY SERVICES, LLC · DAYTONA BEACH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DAYTONA BEACH, FL
PRIME CAPITAL FINANCIAL · Daytona Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · DAYTONA BEACH, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · DAYTONA BEACH, FL
TRUIST ADVISORY SERVICES, INC. · DAYTONA BEACH, FL
EDWARD JONES · DAYTONA BEACH, FL
BENJAMIN F. EDWARDS & COMPANY, INC. · Daytona Beach, FL

More in Daytona Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor