Unclaimed
Yemi Osofowora is a financial professional with a focus on investment products. Yemi is currently registered with Tiaa-Cref Individual & Institutional Services, LLC, a firm with offices in Frisco, Texas. Previously, Yemi worked at NYLIFE SECURITIES LLC in Fort Worth, Texas. Yemi has passed the SIE, Series 6, and Series 63 exams and is licensed to sell securities in Texas. Yemi offers investment advice and financial planning services to individuals, corporations, and charitable organizations.
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
11/04/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
12/22/2018 - 01/08/2020
NYLIFE SECURITIES LLC (FORT WORTH TX)
BC
Issued 11/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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