Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Belle Hord is a registered representative with TIAA-CREF Individual & Institutional Services, LLC and has been in the industry since 2024. Kaitlin is licensed to conduct business in North Carolina. Kaitlin is also Series 7TO and SIE licensed. The firm offers investment advisory services to high net worth individuals and other clients, including individuals other than high net worth, corporations or other businesses and charitable organizations.
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
09/09/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Mint Hill NC)
BC
Issued 08/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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