Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Medina is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Francisco has been in the industry since 2022. Francisco is registered in 51 states, as well as the District of Columbia, for both broker-dealer and investment advisor services. Francisco offers financial planning and portfolio management services.
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
08/05/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
11/07/2022 - 03/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DUNCANVILLE TX)
TX
06/27/2022 - 09/20/2022
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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