Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolina? Claim Your ProfileCarolina Paramo aguilera is an active investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC, located in Fairfax, VA. Carolina has been in the financial services industry since October 2015 and is registered in Virginia, Maryland, District of Columbia, and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Carolina also holds a previous registration with WELLS FARGO CLEARING SERVICES, LLC. The firm is headquartered in New York, NY and provides financial and investment services to individuals, corporations, and charitable organizations. The firm focuses on financial planning and investment management for individuals and provides selection of other advisors, according to the firm's SEC profile.
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
VA
05/06/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (FAIRFAX VA)
VA
10/10/2015 - 04/23/2024
WELLS FARGO CLEARING SERVICES, LLC (FAIRFAX VA)
IA
Issued 11/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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