Unclaimed
Juan Angel Cardenas is a financial advisor with over 20 years of experience in the industry. Juan Angel Cardenas is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has held previous positions with Princor Financial Services Corporation and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Juan Angel Cardenas is registered to provide investment advice in multiple states, including California, Arizona, Colorado, District of Columbia, Florida, Idaho, Illinois, Maryland, Massachusetts, Minnesota, North Carolina, Pennsylvania, Texas, Washington, and Wyoming.
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
CA
05/04/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
IA
05/26/2011 - 05/09/2012
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
03/28/2000 - 04/08/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PASADENA CA)
BOTH
Issued 06/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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