Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Morris-howze is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC, a firm specializing in providing financial advice and services. Kimberly has been in the financial services industry since 2016, and holds the Series 6 and Series 63 licenses. Kimberly has experience with a variety of firms and has been registered with the state of North Carolina since 2016. Kimberly has experience working with high-net-worth individuals, corporations, and charitable organizations. Kimberly specializes in financial planning and selecting other advisors for clients.
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
NC
06/20/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
OH
11/02/2022 - 05/22/2024
STANCORP EQUITIES, INC. (CINCINNATI OH)
OK
10/31/2019 - 10/25/2022
ALLIANCE-ONE INVESTMENTS, LLC (Tulsa OK)
NC
11/14/2017 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (Charlotte NC)
NC
08/18/2017 - 10/09/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
02/19/2016 - 08/04/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
02/16/2016 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
BC
Issued 07/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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