Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizette? Claim Your ProfileLizette Lozada is a financial professional with over 20 years of experience in the industry. She is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since 2010. Previously, Lizette was also with Tiaa-Cref Individual & Institutional Services, LLC from 2003 to 2008. Lizette holds the Series 6 and SIE licenses and has a proven track record of providing comprehensive financial planning and portfolio management services to individuals and corporations. Lizette is committed to helping her clients achieve their financial goals.
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
NY
12/14/2010 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
12/18/2003 - 12/22/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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