Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette Lai-mui Lee is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Bernadette has been in the financial services industry since May 1, 2000. Bernadette holds a Series 6, Series 7, Series 63, and Series 65 licenses. Bernadette is registered to provide investment advisory services in Connecticut, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania. Bernadette is also registered with FINRA. In addition to her role at TIAA-CREF, Bernadette has also worked for CHASE INVESTMENT SERVICES CORP.
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
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
10/13/2006 - 02/20/2007
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
08/27/1998 - 03/31/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
IA
Issued 07/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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