Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cruz? Claim Your ProfileCruz Villegas is a financial professional with experience in the industry. Cruz currently works at TIAA-CREF Individual & Institutional Services, LLC, a firm that provides a range of financial products and services to individuals and institutions. Cruz's background includes experience at Charles Schwab & Co., Inc. Cruz has passed the Series 63, Series 7TO, and SIE exams. Cruz is licensed to provide investment advice in all 50 states.
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
06/04/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
11/19/2022 - 02/20/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 11/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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