Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin A. Murphy is a financial professional registered with Tiaa-Cref Individual & Institutional Services, LLC. Kristin is licensed to provide financial advice in the state of California. She has held her Series 63, Series 6TO and SIE licenses since October 2023, May 2023, and April 2023 respectively. Kristin has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations and charitable organizations. She is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
CA
05/19/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
BC
Issued 10/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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