Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhea? Claim Your ProfileRhea Haynes is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, located in Charlotte, NC. Rhea has been in the financial services industry for over 16 years, and has experience working with a wide range of clients including individuals, families, and businesses. Rhea holds both Series 7 and 66 securities licenses, as well as Series 63. In addition to her financial advisory services, Rhea also offers financial planning and investment management services.
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
02/27/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Charlotte NC)
NC
03/22/2021 - 02/17/2023
PNC INVESTMENTS (CHARLOTTE NC)
NC
05/29/2020 - 03/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
09/27/2012 - 04/24/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
10/11/2006 - 09/13/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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