Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bai? Claim Your ProfileBai Kong is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Bai Kong has been in the financial services industry since 1998. Bai Kong specializes in financial planning, portfolio management for individuals, and the selection of other advisors. Bai Kong is registered in 51 states and the District of Columbia. Bai Kong's current firm, Tiaa-Cref Individual & Institutional Services, LLC, is based in New York, NY and has approximately 73,602 client accounts with assets under management totaling $32.67 billion.
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
11/28/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
01/01/2004 - 09/15/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
NY
10/16/2000 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
MN
11/04/1998 - 10/04/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/04/1998 - 10/04/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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