Unclaimed
Lynsey Dianne Parker is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC, having joined the firm in July 2023. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, Lynsey Dianne Parker worked at Nuveen Securities, LLC. Lynsey Dianne Parker holds the Series 7TO, SIE, and Series 63 licenses.
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
07/06/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
12/02/2022 - 05/19/2023
NUVEEN SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 02/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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