Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Casias is a financial advisor with over 20 years of experience in the industry. Samuel is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Samuel has a wide range of experience with investments, including securities, variable contracts, 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
CO
10/24/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
04/22/1998 - 01/25/2007
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
02/11/1997 - 02/09/1998
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
IA
Issued 10/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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