Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann Cruser is a registered representative of Tiaa-Cref Individual & Institutional Services, LLC, with a branch office in Williston, VT. Lisa is a licensed Zumba dance fitness instructor, and this is considered other employment in the financial industry. Lisa passed the Uniform Combined State Law Examination in 2016. Lisa has specializations 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
VT
10/08/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (South Burlington VT)
Active
Inactive
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