Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Mario Kiss is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Edward has over 30 years of experience in the financial services industry and holds a variety of licenses and certifications. Edward specializes in financial planning, portfolio management for individuals and selection of other advisors. Edward is a registered representative in North Carolina.
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
02/10/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
03/28/2006 - 01/26/2011
CAROLINAS INVESTMENT CONSULTING LLC (CHARLOTTE NC)
FL
07/18/2005 - 03/27/2006
SALIX CAPITAL SECURITIES CORP. (FORT LAUDERDALE FL)
NY
03/24/2004 - 03/18/2005
S.W. BACH & COMPANY (PORT WASHINGTON NY)
FL
01/03/2003 - 03/09/2004
DAVID M. POLEN SECURITIES, INC. (BOCA RATON FL)
CA
09/12/2002 - 12/04/2002
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
09/29/1999 - 03/27/2002
DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)
NY
06/01/1998 - 03/26/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
02/22/1996 - 06/05/1998
BULL & BEAR SECURITIES, INC. (NEW YORK NY)
FL
01/16/1995 - 07/05/1995
WALL STREET MONEY CENTER CORP. (BOCA RATON FL)
NY
07/11/1994 - 09/27/1994
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NA
07/26/1991 - 08/02/1994
F.N. WOLF & CO., INC.
IA
Issued 06/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 03/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/1997
Series 4 - Registered Options Principal Examination
BC
Issued 12/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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