Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robert Kayel is an investment advisor representative at Tiaa-Cref Individual & Institutional Services, LLC. Gregory has been in the industry since July 18, 1998. Gregory has a Series 65 license, a Series 63 license, and a Series 4 license. Gregory also has a SIE license and a Series 7 license. Gregory is registered in 15 states including California, Connecticut, Delaware, District of Columbia, Florida, Maine, Massachusetts, New Jersey, New York, Ohio, Rhode Island, South Carolina, Texas, and Vermont. Gregory specializes in Retirement Planning, Financial Planning, and College Savings Plans. Gregory has worked for Tiaa-Cref since 2007. Before that, Gregory worked for Chase Investment Services Corp. and CSFBDIRECT, INC.
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
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
07/09/2001 - 08/28/2007
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
05/14/1998 - 05/15/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
IA
Issued 09/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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