Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Edward Tuggle is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Guy is a licensed and registered financial advisor with over 20 years of experience. Guy has a wide range of experience working with clients. Guy has previously worked at ONEAMERICA SECURITIES, INC., HORNOR, TOWNSEND & KENT, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, NYLIFE SECURITIES INC., ALEXANDER & ALEXANDER SECURITIES CORP., MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, MML INVESTORS SERVICES, INC., and FIRST INVESTORS CORPORATION.
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
TX
08/12/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
01/15/2015 - 08/10/2015
ONEAMERICA SECURITIES, INC. (DALLAS TX)
TX
08/15/2014 - 01/09/2015
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
IN
07/19/2002 - 10/31/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/19/2002 - 10/31/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
09/25/1997 - 03/10/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
TX
03/17/1994 - 03/22/1994
ALEXANDER & ALEXANDER SECURITIES CORP. (HOUSTON TX)
NA
04/29/1986 - 12/31/1987
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
04/29/1986 - 12/31/1987
MML INVESTORS SERVICES, INC.
NA
10/11/1985 - 02/06/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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