Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Kuruvilla is an investment advisor representative with Virtue Capital Management, LLC, a firm headquartered in Brentwood, TN. George has been in the industry since 1982 and has experience working with a variety of clients, including individuals, corporations, and other businesses. George specializes in financial planning, portfolio management, and educational seminars. George is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 63, and 65 licenses. George is also a Chartered Financial Consultant (ChFC). Prior to joining Virtue Capital Management, LLC, George was a registered representative with Center Street Securities, Inc., where he worked for several years. Before that, George was a registered representative with Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
06/15/2020 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
NY
04/23/2014 - 01/23/2020
CENTER STREET SECURITIES, INC. (YONKERS NY)
NY
03/10/2010 - 04/23/2014
CENTER STREET SECURITIES, INC. (YONKERS NY)
NY
04/30/1982 - 10/14/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WHITE PLAINS NY)
WI
03/01/1985 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 02/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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