Unclaimed
Eileen Lash is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. She has been in the financial services industry since March 2016 and is a Series 7, Series 24, and SIE licensed professional. Eileen specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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
OH
03/25/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DUBLIN OH)
BC
Issued 05/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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