Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Michael Lattier is a financial professional registered with Tiaa-Cref Individual & Institutional Services, LLC. Drew has been in the financial industry since 2020, and holds the Series 6, Series 63 and Series 26 licenses. Drew specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Drew's primary location is at 8500 Andrew Carnegie Blvd., Charlotte Hub in Charlotte, NC.
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
01/15/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 02/28/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/15/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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