Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Nicole Plumb is a financial professional with TIAA-CREF Individual & Institutional Services, LLC. Kelli has been working in the financial industry since February 20, 2017 and has been registered with the state of Michigan since March 21, 2017. Kelli has a Series 66, Series 7 and SIE license. Kelli has also been registered with several other states including Arizona, Florida, Illinois, Indiana, New Mexico, Ohio, Rhode Island and Wisconsin. Kelli's specialties include financial planning, selection of other advisors, and portfolio management for individuals.
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
MI
03/21/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)
BOTH
Issued 03/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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