Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Danielle Troupe is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Taylor Danielle Troupe has been in the financial services industry for over 1 year. Taylor Danielle Troupe is registered with the state of Texas and is licensed to provide securities services in the state. Taylor Danielle Troupe has a Series 63 license, a Series 6TO license, and a SIE license. Taylor Danielle Troupe is also registered with the Financial Industry Regulatory Authority (FINRA).
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
TX
09/03/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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