Unclaimed
Jamie Sawicki is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Jamie has been in the financial services industry since July 2015. Jamie specializes in providing financial planning and portfolio management services to 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
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
03/25/2017 - 07/25/2018
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
07/23/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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