Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Kieffer Taylor is a financial advisor with over 15 years of experience in the financial services industry. She has held previous roles at Teachers Personal Investors Services, Inc. and MetLife Securities Inc. Heather is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Heather provides a variety of financial planning services, including portfolio management for individuals and selection of other advisers. Heather is licensed to provide financial advice in all 50 states.
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
07/21/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
05/24/2006 - 07/21/2011
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
NC
03/08/2007 - 02/18/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MA
07/06/1999 - 09/08/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/06/1999 - 09/08/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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