Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arlene? Claim Your ProfileArlene Suzette Kerr is a financial professional with over 20 years of experience in the financial services industry. Arlene is a registered representative with TIAA-CREF Individual & Institutional Services, LLC, a firm with a strong reputation for providing comprehensive financial solutions to individuals and institutions. Arlene specializes in providing financial planning and portfolio management services to individuals and businesses. She is dedicated to helping her clients achieve their financial goals through personalized and customized strategies. Arlene holds Series 6, 7, 24, 26, and 63 licenses and is committed to staying up-to-date on the latest market trends and investment strategies. Arlene is a valuable resource for clients looking to navigate the complexities of financial planning and investing.
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
NC
08/31/1999 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 09/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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