Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Lucas is a registered representative with TIAA-CREF Individual & Institutional Services, LLC in Charlotte, NC. Jillian has been in the industry since July 2024. Jillian specializes in providing financial planning, selection of other advisers, and portfolio management for individuals. Jillian has the Series 7TO and SIE securities licenses.
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
10/09/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Matthews NC)
BC
Issued 07/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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