Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arlene? Claim Your ProfileArlene Eason Searle is an Investment Adviser Representative registered with Tiaa-Cref Individual & Institutional Services, LLC. Arlene has been in the industry since 1996 and has held previous roles at M Holdings Securities, Inc., North South Capital, LLC, Wunderlich Securities, Inc., Citigroup Global Markets Inc., CitiCorp Investment Services, American Express Financial Advisors Inc., and IDS Life Insurance Company. Arlene has earned the Series 63, Series 65, Series 7, Series 24, and Series 51 licenses. Arlene is licensed to provide investment advisory services in Arizona, Florida, Illinois, Indiana, Maryland, Michigan, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, Texas, and Wisconsin.
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
IL
09/17/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)
IL
09/22/2011 - 06/19/2012
M HOLDINGS SECURITIES, INC. (LINCOLNSHIRE IL)
IL
08/23/2010 - 06/29/2011
NORTH SOUTH CAPITAL, LLC (CHICAGO IL)
IL
05/20/2009 - 02/23/2010
WUNDERLICH SECURITIES, INC. (CHICAGO IL)
IL
05/29/2007 - 01/16/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
06/01/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
MN
09/12/1995 - 04/20/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/12/1995 - 04/20/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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