Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Botarelli is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Lisa has been in the financial services industry since 2019 and holds Series 63, 7TO, and SIE licenses. Lisa works in the Frisco, Texas branch office, and has previous experience working in Denver, Colorado. Lisa specializes in financial planning, portfolio management, and selection of other advisors.
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
TX
05/09/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
CO
03/02/2019 - 08/21/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BC
Issued 03/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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