Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Kutzleb is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC. Michael has been in the financial services industry since February 1997. Michael has passed the Series 7, 10, 9, 24, 53, 63, and 66 exams. Michael is also a Registered Representative in the state of North Carolina. The firm's main office is in New York, NY. The firm has 1220 licensed agents, 1270 investment advisor representatives, 1413 registered representatives, 1115 investment advisory functions, and 0 adviser reps for other investment advisers. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, portfolio management for individuals and selection of other advisors.
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
10/23/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NE
01/17/1997 - 03/29/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 08/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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