Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Oakeson is a financial professional with over 15 years of experience in the industry. She is a Registered Representative and Investment Advisor Representative at Tiaa-Cref Individual & Institutional Services, LLC. Lori holds the Series 6, Series 63, and SIE licenses. Lori is registered in 51 states and the District of Columbia. Lori specializes in financial planning, portfolio management for individuals, and selection of other advisers. Lori is based in Frisco, Texas.
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
02/28/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
NE
11/24/2008 - 07/30/2013
PRINCOR FINANCIAL SERVICES CORPORATION (GRAND ISLAND NE)
BC
Issued 04/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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