Unclaimed
Nora Knox is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Nora has been in the financial industry since 2015 and holds the Series 66, 24 and 7 licenses. Nora is registered with the state of North Carolina. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Nora was an advisor with LPL FINANCIAL LLC in San Diego, CA. Nora is also registered with the state of North Carolina.
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
02/14/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
CA
08/18/2014 - 08/23/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 08/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nora Knox is the right advisor for you? Invested Better is here to help.