Lisa B. Stern
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Tiaa-Cref Advice And Planning Services
8500 Andrew Carnegie Blvd
Charlotte, NC 28262
Lisa B. Stern is a financial professional at Tiaa-Cref Advice And Planning Services located in Charlotte, North Carolina. Lisa B. Stern holds an industry securities registration subject to FINRA oversight having passed securities examinations which include Series 26, Series 6, Series 63. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
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