Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donja? Claim Your ProfileDonja De la paz is a financial professional with over 1 year of experience in the industry. Donja is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and holds the Series 6TO and SIE licenses. Donja is located in the Frisco, TX office. Donja is a financial advisor and provides financial planning and portfolio management services to individuals. Donja has experience working with individuals and corporations.
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
09/09/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 09/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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