Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peyton? Claim Your ProfilePeyton Elizabeth Juarez is a financial professional licensed in 51 states and the District of Columbia. Peyton is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Peyton has been in the financial services industry since December 20, 2022. Peyton has earned the Series 63, Series 6TO and Series 7TO securities licenses, in addition to the SIE exam. At TIAA-CREF Individual & Institutional Services, LLC, Peyton offers financial planning and portfolio management for individuals.
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
12/21/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Peyton Juarez is the right advisor for you? Invested Better is here to help.
