Unclaimed
Eileen Finnegan is a financial professional with over 18 years of experience in the industry. Eileen is a registered representative of TIAA-CREF Individual & Institutional Services, LLC and has earned the Series 7, Series 24, Series 26 and Series 63 licenses. Eileen specializes in financial planning and portfolio management.
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
IL
01/01/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHICAGO IL)
BC
Issued 02/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/05/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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