Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Don Alexander is a financial professional with over 20 years of experience in the industry. Kerry Alexander is currently registered with Tiaa-Cref Individual & Institutional Services, LLC, and has been with the firm since January 2004. Prior to that, Kerry Alexander worked at Teachers Personal Investors Services, Inc. from March 2001 to January 2004. Kerry Alexander holds the Series 6, Series 63, and SIE licenses. Kerry Alexander is licensed to provide financial advice in all 50 states and Puerto Rico.
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
01/01/2004 - Present
Tiaa-Cref Individual & Institutional Services, LLC (HOUSTON TX)
NY
03/15/2001 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
BC
Issued 03/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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