Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sasha? Claim Your ProfileSasha Cesen is a financial professional with over 13 years of experience in the industry. Sasha is currently registered with Tiaa-Cref Individual & Institutional Services, LLC as an Investment Advisor Representative. Sasha is also registered with the following states: Connecticut, Florida, Massachusetts, North Carolina, and Rhode Island. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, Sasha was employed by MML Investors Services, LLC, NYLIFE Securities LLC, and UVEST Financial Services Group, INC. Sasha holds the Series 6, 7TO, 63, and 65 licenses and the SIE. Sasha specializes in providing financial planning, selection of other advisors, 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
RI
11/17/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PROVIDENCE RI)
RI
09/02/2020 - 11/09/2022
MML INVESTORS SERVICES, LLC (WARWICK RI)
RI
07/22/2010 - 09/28/2020
NYLIFE SECURITIES LLC (JOHNSTON RI)
RI
04/30/2009 - 06/07/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MIDDLETOWN RI)
IA
Issued 12/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sasha Cesen is the right advisor for you? Invested Better is here to help.
