Hanna Ali Alyafai
Investment adviser representative at Advice and Planning Services
14 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- Abm Industries / Gca Production Services IncApr 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to Mar 2026
- Regency Insurance GroupJun 2023 to Mar 2024
- Lucid Private Offices ManagementFeb 2022 to Mar 2022
- Yns Insurance AgencyJun 2021 to Aug 2024
- Home Health Personal Family Member / Home Care ServicesMar 2021 to Jul 2023
- Geel Convoy IncNov 2019 to Feb 2021
- Louis Vuitton North AmericaJun 2019 to Aug 2019
- UnemployedOct 2018 to Jun 2019
- Bridgepoint Insurance SolutionsMay 2018 to Oct 2018
- Aaa Dealers InsuranceJan 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7977064
- Firm CRD
- 20472