Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Claire Miller is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Lisa has been working in the financial services industry for over six years. Lisa is registered to provide investment advice in 48 states and the District of Columbia. Lisa is also licensed as a Registered Representative in Colorado. Lisa has passed the Series 66, Series 7TO, and SIE exams. Lisa is based in Denver, CO and specializes in providing financial planning and portfolio management for individuals and other entities.
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
CO
09/16/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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