Unclaimed
Nora Mickelson is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Nora has been working in the financial services industry since 2014 and has experience with Edward Jones and Wells Fargo Clearing Services, LLC. Nora is registered with the state of Oregon as both a broker-dealer and investment advisor. Nora holds the Series 7, Series 66, and SIE 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
OR
03/01/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PORTLAND OR)
OR
02/01/2019 - 06/02/2021
EDWARD JONES (BEAVERTON OR)
OR
06/10/2016 - 08/14/2018
WELLS FARGO CLEARING SERVICES, LLC (BEAVERTON OR)
OR
10/01/2014 - 10/30/2015
HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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