Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renata? Claim Your ProfileRenata Elena De Leon-flores is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC, located in Frisco, Texas. Renata Elena De Leon-flores has been a registered representative in the financial services industry since February 7, 2016. Renata Elena De Leon-flores holds the Series 6 and Series 63 licenses. She is licensed to sell securities in 51 states. Renata Elena De Leon-flores specializes in financial planning, portfolio management for individuals, and selection of other advisers.
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
08/23/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
02/01/2016 - 08/15/2017
J.P. MORGAN SECURITIES LLC (FRISCO TX)
BC
Issued 02/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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