Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Vincent Maniscalco is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC, a company headquartered in New York, NY. James Vincent Maniscalco has been working in the financial services industry since 1999. James Vincent Maniscalco is registered with FINRA and has a Series 6, 7, 24 and 63, 66 licenses. James Vincent Maniscalco is registered as an Investment Advisor Representative in Pennsylvania and is also registered as a Registered Representative with the state of Delaware, Indiana, Maryland, Michigan, New Jersey, New York, Ohio, Pennsylvania, and West Virginia. James Vincent Maniscalco has specialized in retirement planning, financial planning, and portfolio management for individuals and businesses.
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
PA
11/23/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Philadelphia PA)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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