Unclaimed
Sasha Whyte is a financial professional with over 6 years of experience in the industry. Sasha is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been registered in the state of Washington since September 2023. Prior to their current role, Sasha Whyte was registered with WELLS FARGO CLEARING SERVICES, LLC from October 2016 to May 2018. Sasha holds several licenses and certifications including Series 66, Series 7 and SIE. They have a proven track record of providing financial advice and guidance to individuals and families.
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
WA
09/26/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SEATTLE WA)
NC
10/05/2016 - 05/22/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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