Unclaimed
Yulia Aiden is a financial advisor with over six years of experience in the industry. Yulia is registered with TIAA-CREF Individual & Institutional Services, LLC and is licensed to provide financial advice in Colorado and across the country. Yulia has a variety of experience in the industry, including working with clients in the Denver, CO area and has been involved with various businesses such as a restaurant, a gallery and golf course.
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
CO
01/29/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Denver CO)
BOTH
Issued 01/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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