Unclaimed
Rashund Abella Green has been in the financial services industry since 2001. Rashund currently works for Tiaa-Cref Individual & Institutional Services, LLC in Charlotte, North Carolina. Rashund has worked for several other firms in her career, including MetLife Securities Inc., MetLife Investors Distribution Company, New England Securities, Wells Fargo Advisors, LLC, PFPC Distributors, Inc. and Charles Schwab & Co., Inc. Rashund is registered to provide investment advice in 51 states and is also a registered representative with FINRA. Rashund has passed the Series 6, Series 7, Series 63 and Series 7TO exams. Rashund focuses on providing financial planning and portfolio management services to individuals, high net worth individuals, corporations, and charitable organizations.
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
06/29/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
02/20/2014 - 06/22/2015
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
01/10/2014 - 06/22/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
02/20/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
04/06/2005 - 12/03/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
ME
10/21/2003 - 02/23/2005
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
TX
02/16/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 01/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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