Unclaimed
George Cuevas is a financial advisor with Raymond James Financial Services Advisors, Inc. George is a registered representative with the firm and is licensed to provide investment advice in several states. George has been in the financial services industry since 2008. George has experience with various types of clients, including individuals, businesses, and retirement plans. George can provide a range of financial services, including financial planning, investment management, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NJ
06/02/2021 - Present
Raymond James Financial Services Advisors, Inc. (Basking Ridge NJ)
NJ
04/25/2011 - 06/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NY
11/02/2009 - 04/26/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
05/11/2009 - 11/03/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
07/23/2008 - 01/12/2009
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure George Cuevas is the right advisor for you? Invested Better is here to help.