Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ray Stouffer is a financial advisor currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Donald has been in the industry since July 20, 2018. Donald is licensed to provide investment advice in North Carolina and South Carolina. Donald has experience in manufacturing and selling Bass fishing baits for individual fishermen and small companies.
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
06/21/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
SC
07/05/2018 - 09/04/2018
CONSOLIDATED SECURITIES (ROCK HILL SC)
BOTH
Issued 07/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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