Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Charnese Powell is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Kaitlyn is also a registered investment advisor representative. Kaitlyn has worked in the financial services industry since 2016 and has experience with various firms including Wells Fargo, Bank of America and Vanguard Marketing Corporation. Kaitlyn specializes in providing financial planning and portfolio management services to individuals and businesses. Kaitlyn's primary office is located in Charlotte, 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
04/15/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
02/13/2023 - 04/03/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
08/26/2022 - 10/28/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
07/30/2021 - 06/17/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
11/27/2019 - 12/19/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 06/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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