Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Frederick Mueller is a financial professional registered in North Carolina and is associated with Tiaa-Cref Individual & Institutional Services, LLC. Jake has been in the financial services industry since August 2020. Jake is a Series 63, Series 6TO, and SIE licensed professional. Jake specializes in Financial Planning and Portfolio Management for Individuals. Jake has a previous registration with Tiaa-Cref Individual & Institutional Services, LLC in North Carolina from May 2020 to June 2020.
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
09/16/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
05/04/2020 - 06/15/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 05/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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