Unclaimed
George Couch is a financial advisor with over 30 years of experience in the industry. George is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has previously been affiliated with VOYA FINANCIAL ADVISORS, INC. and TEACHERS PERSONAL INVESTORS SERVICES, INC.. George holds the Series 6, 7, 63 and SIE securities licenses and is registered in all 50 states. George specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and charitable organizations.
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
FL
06/30/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Gainesville FL)
FL
01/07/2021 - 06/07/2022
VOYA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
03/27/1991 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TAMPA FL)
NY
10/19/1994 - 12/31/1995
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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