Unclaimed
Songar Ideus is a financial advisor associated with Tiaa-Cref Individual & Institutional Services, LLC. Songar has been in the industry since October 15, 2018. Songar holds licenses in Texas and has passed the Series 63, 6TO, SIE and Series 26 exams. Songar provides financial planning and portfolio management services 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
TX
10/16/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/16/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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