Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Christian Jessen is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC. Isaac has been in the financial services industry since September 2021 and is registered to provide investment advisory services in 51 states and the District of Columbia. Isaac holds the Series 66, Series 7TO, and SIE exams and is a registered investment advisor representative in North Carolina. Isaac specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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
NC
09/27/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BOTH
Issued 09/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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