Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Eunmi Lee is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Katherine Eunmi Lee is registered with the state of Maryland as an Investment Advisor Representative (IAR). Katherine Eunmi Lee has been in the financial services industry since June 17, 2015 and is currently registered with the state of Maryland. Katherine Eunmi Lee is also registered with the state of Delaware, District of Columbia, Maryland, Massachusetts, New York, Pennsylvania, Virginia, and West Virginia as a Broker-Dealer.
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
MD
07/16/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (COLUMBIA MD)
BOTH
Issued 07/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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