Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yolanda? Claim Your ProfileYolanda Jeanne Kimray is a financial professional with over 10 years of experience in the industry. Currently, Yolanda works as a registered representative for TIAA-CREF Individual & Institutional Services, LLC, and has been registered with them since June 2011. Previously, Yolanda worked for COUNTRY CAPITAL MANAGEMENT COMPANY. Yolanda holds a Series 63, Series 6, and SIE license and is registered in 51 states. Yolanda is dedicated to providing financial guidance and helping clients reach their financial goals.
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
CO
06/22/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
11/30/2006 - 02/07/2007
COUNTRY CAPITAL MANAGEMENT COMPANY (BOULDER CO)
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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