Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Maria Lake is a registered representative with TIAA-CREF Individual & Institutional Services, LLC in Princeton, NJ. Samantha has been in the financial industry for over 16 years and has a wide range of experience. Samantha has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Samantha holds the Series 6, 7, 62, and 63 securities licenses. Samantha is a financial advisor who focuses on providing financial planning, and portfolio management services for individuals and businesses. Samantha has previously worked with Principle Advisors, Inc.
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
NJ
07/09/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)
NY
11/07/2011 - 04/02/2013
PRINCIPLED ADVISORS, INC. (STATEN ISLAND NY)
NJ
10/09/2007 - 10/11/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PRINCETON NJ)
NY
06/12/2006 - 09/11/2007
PRINCIPLE ADVISORS, INC. (STATEN ISLAND NY)
BC
Issued 12/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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