Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kacey? Claim Your ProfileKacey Roberts is a financial professional registered with Tiaa-Cref Individual & Institutional Services, LLC, located in Charlotte, NC. Kacey has been in the industry since February 2024. Kacey is licensed in 51 states and is currently serving clients in North Carolina. Kacey specializes in financial planning, selection of other advisors, and portfolio management for individuals.
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
02/23/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 02/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kacey Roberts is the right advisor for you? Invested Better is here to help.
