Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Daniels is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC, working out of the Frisco Hub branch in Frisco, Texas. Leon holds the Series 63, Series 7TO and SIE licenses and is registered in 51 states and the District of Columbia. Leon has experience in financial planning and selection of other advisors and specializes in Investment Company Products/Variable Contracts, Retirement Planning & Annuities and Mutual Funds.
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
TX
04/17/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 04/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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