Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kandi? Claim Your ProfileKandi Brezette Rudolph is a financial advisor with over 10 years of experience in the industry. Currently, Kandi is a Registered Representative and Investment Advisor Representative at TIAA-CREF Individual & Institutional Services, LLC, and she is registered to offer securities and investment advisory services in North Carolina. Before joining TIAA-CREF, Kandi worked at Edward Jones. Kandi has Series 66, Series 7, and SIE licenses. Kandi specializes in financial planning, portfolio management for individuals and selection of other advisors.
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
09/20/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
06/11/2010 - 09/21/2010
EDWARD JONES (HUNTERSVILLE NC)
BOTH
Issued 06/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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