Unclaimed
Saul Renteria is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Saul has been in the financial industry since December 2014 and has a current active registration with FINRA and 52 state registrations. Saul is currently located in Frisco, TX and can be reached at TIAA-CREF's Frisco Regional branch office. Saul specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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
01/04/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BOTH
Issued 01/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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