Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Nichelle Stone is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC, based in Frisco, TX. Kristy is a registered representative with Series 6, Series 63 and SIE licenses. Kristy is experienced in providing financial planning and portfolio management services for individuals and businesses. She is also able to select other advisors for clients. Kristy has been working in the financial services industry since 2016. Before joining Tiaa-Cref Individual & Institutional Services, LLC, Kristy worked with NYLIFE SECURITIES LLC.
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
07/31/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
07/11/2016 - 07/26/2017
NYLIFE SECURITIES LLC (DALLAS TX)
BC
Issued 08/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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