Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alea? Claim Your ProfileAlea Kylee James is a financial professional with Tiaa-Cref Individual & Institutional Services, LLC. Alea has passed the Series 63, Series 6TO, and SIE exams. Alea James is registered in 51 states and the District of Columbia. Alea is a financial professional who has been in the industry for 152 days. Alea's primary location is the Frisco Hub, Frisco, Texas.
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
TX
07/18/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 07/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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