Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coty? Claim Your ProfileCoty Consic is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC and has been working in the financial services industry since 2018. Coty has been a registered representative since 2018 and is also registered as an investment advisor representative. Coty currently works in Charlotte, NC and is licensed in six states.
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
06/06/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
12/08/2022 - 05/10/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
09/28/2018 - 12/02/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 11/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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