Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Stone is a financial professional with over 20 years of experience in the financial services industry. Kristen is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Kristen has experience with a variety of financial products and services including, but not limited to, variable annuities, mutual funds, and retirement planning. Kristen is committed to providing her clients with personalized financial advice and guidance.
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
12/03/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ROCHESTER NY)
NC
03/29/2007 - 11/09/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
05/24/2005 - 03/26/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
PA
07/26/2000 - 07/14/2004
VANGUARD MARKETING CORPORATION (MALVERN PA)
NC
10/20/1998 - 04/24/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/03/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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