Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lashonda? Claim Your ProfileLashonda Caldwell is a financial professional with experience in the industry. Lashonda has Series 6, 63 and 99TO securities licenses and has been registered with LPL Financial LLC since September 2023. Previously, Lashonda worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Lashonda provides financial planning and portfolio management services to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
09/29/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
04/21/2023 - 09/13/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 03/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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