Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiago? Claim Your ProfileTiago Xingu Lima is a financial advisor with Raymond James Financial Services Advisors, Inc. Tiago has been working in the financial industry since 2013, and has offices in Colorado Springs, Colorado. Tiago specializes in working with individuals, corporations, high net worth individuals, pension and profit sharing plans, and charitable organizations. Tiago holds the Series 6, 7, and 66 licenses as well as the SIE exam. Tiago also holds the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
10/05/2022 - Present
Raymond James Financial Services Advisors, Inc. (Colorado Springs CO)
CO
11/23/2015 - 09/29/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPGS CO)
VA
10/25/2013 - 05/27/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)
BOTH
Issued 03/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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