Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly E Michalek is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Kelly has been in the industry since January 6, 2011, and holds the Series 7 and Series 66 licenses. Kelly is also registered in several states, including California, Delaware, Florida, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas and Virginia. Kelly focuses on individuals and high-net-worth 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
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ITHACA NY)
NY
11/29/2010 - 02/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BINGHAMTON NY)
BOTH
Issued 03/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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