Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Erick Bell is a registered representative and investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. George has been in the financial services industry since 2000 and has held previous positions at UBS Warburg LLC, PaineWebber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George currently serves clients in Greenville, North Carolina. George is a Series 7, Series 63, and Series 65 licensed professional. George is also a registered investment advisor representative in North Carolina.
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
07/06/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Greenville NC)
AL
02/19/2007 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BIRMINGHAM AL)
NY
04/26/2004 - 05/02/2005
TRADITION ASIEL SECURITIES INC. (NEW YORK NY)
NE
04/30/2003 - 04/27/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
10/01/2001 - 02/25/2003
FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)
NY
11/03/2000 - 09/17/2001
UBS WARBURG LLC (NEW YORK NY)
NJ
04/11/2000 - 11/03/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/25/1992 - 09/15/1992
WALNUT STREET SECURITIES, INC.
NA
11/25/1987 - 07/13/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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