Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Robinson is an investment advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Lori has been in the financial services industry for over a year. Lori holds licenses for securities and investment products. Lori offers financial planning and portfolio management services for both individuals and businesses. Lori's expertise includes providing investment advice in various areas, including retirement planning, investment management, and financial planning.
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
NC
12/08/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 12/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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