Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lee Park is an Investment Advisor Representative associated with TIAA-CREF Individual & Institutional Services, LLC. James Lee Park is licensed in Michigan and has been in the industry since August 2018. James Lee Park has Series 6, 7TO, 63 and 66 licenses. James Lee Park offers investment advice and financial planning services.
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
MI
01/01/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)
MI
03/16/2018 - 06/21/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ANN ARBOR MI)
BOTH
Issued 12/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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