Unclaimed
Jaida Alexis Casimir is a financial professional registered with Tiaa-Cref Individual & Institutional Services, LLC. Jaida Alexis Casimir has been in the industry for 2 years. Jaida Alexis Casimir holds the Series 63, Series 6TO, and SIE licenses and is registered with the state of Texas.
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
06/03/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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