Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Margaret Roldan is a registered investment advisor representative associated with Tiaa-cref Individual & Institutional Services, Llc. Kristen has been in the industry since May 2013 and has been associated with this firm since December 2017. Kristen is registered in New Jersey, and holds Series 66, Series 7, and SIE licenses. Kristen specializes in providing financial planning and portfolio management for individuals and businesses.
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
NJ
12/08/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)
NJ
03/25/2017 - 11/30/2017
MML INVESTORS SERVICES, LLC (WALL TOWNSHIP NJ)
NJ
05/03/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
BOTH
Issued 12/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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