Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Ruth Clark is an investment advisor representative associated with TIAA-CREF Individual & Institutional Services, LLC. Kayla has over 20 years of experience in the financial services industry and holds Series 7, 24, 63, and 65 licenses. Kayla also has registrations with FINRA and in 51 states, including Texas and Iowa. Kayla has a strong commitment to helping clients achieve their financial goals and offers financial planning, portfolio management, and selection of other advisers.
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
07/16/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
WI
12/06/2017 - 05/13/2020
SECURITIES AMERICA, INC. (FITCHBURG WI)
WI
06/29/2015 - 03/29/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
WI
08/01/2011 - 05/01/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Milwaukee WI)
CA
12/15/2008 - 02/11/2011
QA3 FINANCIAL CORP. (CHULA VISTA CA)
CA
10/19/2005 - 12/17/2008
ING FINANCIAL PARTNERS, INC. (CHULA VISTA CA)
FL
03/28/2000 - 10/27/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
01/22/1999 - 11/05/1999
CAPSTONE INVESTMENTS (SAN DIEGO CA)
CO
08/10/1998 - 12/10/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 12/13/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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