Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Letania? Claim Your ProfileLetania Edwards is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Letania Edwards has been in the industry since 2022. Letania Edwards has a Series 7TO and Series 63 license and is registered in 51 states. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, Letania Edwards was employed with WELLS FARGO CLEARING SERVICES, LLC.
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
04/01/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
01/06/2023 - 10/12/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BC
Issued 04/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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