Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Loiko is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Rachel has been in the industry since 2002, and her focus is on providing financial planning and portfolio management services to individuals. Rachel is registered with the state of North Carolina. She is also a registered representative with FINRA. Rachel has been with TIAA-CREF since 2008. Prior to that, she worked for various other firms, including Hartford Investment Financial Services, LLC, Hartford Equity Sales Company Inc., Columbia Funds Distributor, Inc., BACAP Distributors, LLC, Stephens Inc. and Transamerica Securities Sales 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
04/21/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
PA
05/24/2006 - 04/20/2007
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
CT
08/03/2004 - 04/20/2007
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
06/21/2004 - 06/28/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NC
01/01/2003 - 06/21/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
03/14/2002 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
CA
11/20/2001 - 03/13/2002
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
Issued 10/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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