Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casimir? Claim Your ProfileCasimir Seweryn is an Investment Advisor Representative associated with TIAA-CREF Individual & Institutional Services, LLC. Casimir has been in the industry for over 20 years and has been affiliated with the firm since 2010. Casimir is a Registered Representative, Investment Advisor Representative and licensed in Delaware, Maryland, New Jersey, New York and Pennsylvania. Casimir has a broad range of experience in the financial services industry, including experience with financial planning, selection of other advisers, and portfolio management for individuals.
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
PA
02/25/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Radnor PA)
PA
09/25/2018 - 03/22/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
06/23/2010 - 09/10/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
04/01/2010 - 04/22/2010
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
PA
07/09/2008 - 02/19/2009
FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)
PA
07/22/2005 - 06/19/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
NY
03/16/2004 - 08/04/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
03/31/1997 - 07/24/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
01/13/1994 - 02/07/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 05/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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