Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yosyas? Claim Your ProfileYosyas Fasil Assefa is an Investment Advisor Representative registered with TIAA-CREF Individual & Institutional Services, LLC. Yosyas has been in the industry for over 120 days and is registered in 51 states and District of Columbia. Prior to joining TIAA-CREF, Yosyas worked as an Investment Advisor Representative for CHARLES SCHWAB & CO., INC. Yosyas holds Series 7TO, SIE, and Series 63 licenses.
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
10/31/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
05/19/2023 - 08/16/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 11/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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