Unclaimed
Kathryn Suzanne Rajnay is a financial advisor with over five years of experience in the industry. Kathryn is registered with the state of Texas and is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Kathryn has Series 63, 6TO, SIE, and Series 26 licenses. Kathryn helps individual clients and corporations develop and implement personalized financial plans. Kathryn's areas of expertise include investment management and financial planning.
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
TX
11/15/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 11/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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