Unclaimed
Jessica Lynn Burmeister is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Jessica has been in the financial services industry since 2006. Jessica is registered with FINRA and the state of Michigan. Jessica has offices in Ann Arbor and Saline. Jessica specializes in 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
MI
01/08/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)
MI
08/18/2006 - 12/05/2012
HANTZ FINANCIAL SERVICES, INC. (ANN ARBOR MI)
IA
Issued 06/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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