Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Ealey is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, based in CHARLOTTE, NC. Shari has been in the financial services industry since 2005. Shari specializes in offering a variety of financial services, including financial planning and portfolio management. Shari is registered to provide investment advice in six states: Maine, Massachusetts, New Hampshire, North Carolina, South Carolina and Vermont.
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
08/22/2005 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
IA
Issued 12/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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