Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Sternick is a financial advisor who has been in the industry since 1998. Michelle is registered with TIAA-CREF Individual & Institutional Services, LLC and has offices in Seattle, WA. Michelle has held a variety of positions in the financial services industry, including roles at First Allied Securities, Inc., Brokerage Administrators Corporation, Liberty Funds Distributor, Inc., and The Dreyfus Service Corporation. Michelle holds the Series 63, Series 66, Series 7 and SIE licenses. Michelle is a Registered Representative and Investment Advisor Representative for TIAA-CREF Individual & Institutional Services, LLC.
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
WA
12/12/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SEATTLE WA)
WA
05/09/2001 - 07/26/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)
CA
10/05/2000 - 05/14/2001
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
02/07/2000 - 10/11/2000
BROKERAGE ADMINISTRATORS CORPORATION (ENGLEWOOD CO)
MA
09/23/1999 - 01/31/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
08/06/1998 - 09/20/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 04/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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