Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Dashner is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. James has been in the financial services industry since 2011. James is registered with the state of North Carolina as an Investment Advisor Representative (IAR) and holds the Series 66, Series 63, and Series 7 licenses. James is also a Registered Principal. James holds a specialization in both Fixed Annuities and Variable Annuities. James is a registered representative of TIAA-CREF Individual & Institutional Services, LLC and an investment advisor representative of TIAA-CREF Investment Management LLC. James also owns a rental property.
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
05/23/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
04/19/2012 - 09/10/2012
NYLIFE SECURITIES LLC (RALEIGH NC)
NY
08/03/2007 - 01/07/2008
OPUS TRADING FUND LLC (JERICHO NY)
BOTH
Issued 05/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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