Unclaimed
Mark Antonio Couchman is an active investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC located in Charlotte, NC. Mark has been in the industry since September 20, 2008. Mark is registered with the state of North Carolina and has passed Series 6, 26 and 63 securities exams. Mark specializes in investment advisory services for individuals, pension consulting, and financial 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.
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
05/21/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
FL
08/28/2008 - 04/27/2018
PFS INVESTMENTS INC. (NORTH PALM BEACH FL)
BC
Issued 07/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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