Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ryan Thiede is an active investment advisor representative registered with TIAA-CREF Individual & Institutional Services, LLC. Jacob has been in the financial industry since August 8, 2021. Jacob holds multiple securities licenses including Series 63, Series 7TO, and Series 65. Jacob also holds a SIE license. Jacob is registered in 51 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
12/02/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Lake Dallas TX)
IA
Issued 12/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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