Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Kulinski is a financial advisor registered in 51 states. She is licensed through TIAA-CREF Individual & Institutional Services, LLC. Traci has been in the financial industry since November 3, 2017. Traci’s previous experience includes working at ALLIANCE-ONE INVESTMENTS, LLC and MetLife Investors Distribution Company.
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
07/16/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
OK
10/31/2019 - 06/28/2021
ALLIANCE-ONE INVESTMENTS, LLC (Tulsa OK)
NC
10/18/2017 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (Charlotte NC)
BC
Issued 07/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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