Unclaimed
Franklin George Devries is a financial professional with TIAA-CREF Individual & Institutional Services, LLC, a firm that manages over $32 trillion in assets. Franklin George Devries has been in the financial services industry since April 16, 2023. Franklin George Devries is registered as a broker-dealer in all 50 states and is also a registered Investment Advisor Representative. Franklin George Devries specializes in financial planning, portfolio management for individuals, and the selection of other advisors.
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
04/17/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 04/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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