Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leke? Claim Your ProfileLeke Vala is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC in Charlotte, NC. Leke has been in the industry for over 10 years. Leke holds Series 7, Series 63, and Series 66 licenses. Leke specializes in financial planning, portfolio management, and selection of other advisors. Prior to joining TIAA, Leke worked at Vanguard Marketing Corporation.
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
NC
05/05/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
08/07/2017 - 08/27/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 05/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Leke Vala is the right advisor for you? Invested Better is here to help.
