Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle B. Watt is an investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Kyle has been in the financial services industry since June 14, 2001. Kyle holds the Series 63, 65, 7, and SIE licenses. Kyle is registered with the state of Oregon as an Investment Advisor Representative. Kyle is also registered with the state of Oregon as an Investment Advisor. The firm is located at COLUMBIA BUSINESS CENTER, 9900 SW GREENBURG RD, SUITE 130, PORTLAND, OR 97223. Kyle is registered with the following states: Alaska, Arizona, Arkansas, California, Delaware, Idaho, Illinois, Massachusetts, Mississippi, Montana, Nebraska, New Hampshire, New Mexico, New York, Oregon, Texas, Utah, Washington. Kyle has been employed with TIAA since September 2015. Kyle is also employed with Tiaa-Cref Individual & Institutional Services, LLC since September 2015. Kyle was previously employed with Sigma Investment Management Company in Portland, OR from May 2001.
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
OR
10/08/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PORTLAND OR)
BC
Issued 11/07/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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