Unclaimed
Navin Jayasekar is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Navin has been in the industry since 2005 and has held previous positions at PNC Investments, SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, and State Farm VP Management Corp. Navin has a strong background in financial planning and portfolio management, and is committed to providing personalized advice to help clients reach their financial goals.
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
GA
09/18/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ATLANTA GA)
GA
01/24/2013 - 07/31/2015
PNC INVESTMENTS (ALPHARETTA GA)
GA
09/05/2012 - 12/20/2012
SUNTRUST INVESTMENT SERVICES, INC. (KENNESAW GA)
GA
08/02/2011 - 06/22/2012
WELLS FARGO ADVISORS, LLC (MARIETTA GA)
GA
09/14/2007 - 05/23/2011
SUNTRUST INVESTMENT SERVICES, INC. (ACWORTH GA)
IL
12/12/2005 - 08/15/2007
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MA
01/01/2005 - 10/14/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/2005 - 10/14/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/21/1999 - 01/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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