Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacheon? Claim Your ProfileLacheon Shackelford is a registered representative with TIAA-CREF Individual & Institutional Services, LLC and has been in the industry since 2006. Lacheon has Series 6, 7TO, 24 and 63 licenses and is registered in all 50 states. Before joining TIAA-CREF Individual & Institutional Services, LLC, Lacheon worked with CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Lacheon has experience working with individuals, high-net-worth individuals, and corporations. Lacheon's current employment is in CHARLOTTE, NC at the Charlotte Hub branch of TIAA-CREF Individual & Institutional Services, LLC.
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
08/17/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
FL
05/29/2007 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (BOYNTON BEACH FL)
FL
11/11/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (BOYNTON BEACH FL)
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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