Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Clayborn is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Terri is registered with FINRA and has a Series 63, Series 6TO, and SIE license. Terri has been working in the financial services industry since 2024 and has experience providing financial planning and portfolio management services to individuals and institutions.
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
06/28/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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