Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desmond? Claim Your ProfileDesmond Wesley T is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Wesley has been in the financial industry since May 4, 2006 and has offices in Frisco, TX. Wesley specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses. Wesley holds the Series 63, Series 65, Series 7 and SIE licenses.
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
10/17/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
05/05/2006 - 09/20/2007
TD AMERITRADE, INC. (FORT WORTH TX)
IA
Issued 10/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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