Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kela? Claim Your ProfileKela Yvette Shepherd is a financial advisor with Tiaa-cref Individual & Institutional Services, LLC. Kela has been in the financial industry since 2003 and has experience working with individuals, families, and corporations. Kela is registered with FINRA and the state of Texas and is able to provide financial planning, portfolio management, and selection of other advisors. Kela Yvette Shepherd is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
08/22/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
05/16/2008 - 11/20/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
07/06/2005 - 05/12/2008
CHASE INVESTMENT SERVICES CORP. (FRISCO TX)
IL
03/18/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
AL
03/09/2001 - 11/04/2002
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BC
Issued 04/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/12/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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