Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Edoris Watkins is a registered representative with Tiaa-cref Individual & Institutional Services, LLC. Michelle has been in the financial services industry since 2009 and has a Series 7, Series 63, and SIE license. Michelle is registered with the state of North Carolina and has her primary office located at 8500 Andrew Carnegie Blvd. in Charlotte.
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
10/08/2010 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
02/13/2009 - 07/15/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLOTTE NC)
BC
Issued 11/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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