Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kay? Claim Your ProfileKay Parker is a registered investment advisor with TIAA-CREF Individual & Institutional Services, LLC, operating from Frisco, TX. Kay has been active in the financial services industry since February 12, 2015, holding registrations in 51 states and the District of Columbia. Kay has experience working with a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. Kay is also a licensed agent and a registered representative.
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
07/03/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
MD
09/10/2022 - 02/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
MD
09/08/2020 - 03/26/2021
CETERA INVESTMENT SERVICES LLC (SILVER SPRING MD)
MD
02/26/2013 - 09/26/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BETHESDA MD)
TX
07/30/2009 - 10/15/2010
NYLIFE SECURITIES LLC (SOUTHLAKE TX)
TX
07/28/2008 - 03/19/2009
AXA ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 07/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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