Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Ann Lolk is a registered investment advisor representative associated with TIAA-CREF Individual & Institutional Services, LLC. Sharon has been active in the financial industry since 2009. Sharon has a background in financial planning and portfolio management. Sharon is registered in both New Jersey and New York.
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
10/09/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Newton NJ)
MD
04/12/2018 - 08/10/2018
HIGHTOWER SECURITIES, LLC (Owings Mills MD)
NJ
05/05/2014 - 04/12/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROSELAND NJ)
BC
Issued 08/04/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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