Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dedra? Claim Your ProfileDedra Hart is a financial professional with experience in the industry since 2011. She is currently registered with TIAA-CREF Individual & Institutional Services, LLC, a firm with a long history of providing financial services. Dedra holds a Series 7, Series 26, and Series 63 license, as well as the Securities Industry Essentials (SIE) exam. Her expertise includes portfolio management for individuals and businesses, as well as financial planning.
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
03/23/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 04/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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