Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart McGeough is a financial advisor who has been working in the industry since February 2004. Stuart McGeough is currently registered with TIAA-CREF Individual & Institutional Services, LLC and is active in both the Broker-Dealer and Investment Advisor industries. Stuart McGeough has passed the Series 4, 7, 24 and 66 exams, as well as the SIE exam. Stuart McGeough has been registered with the Financial Industry Regulatory Authority (FINRA) and several states. Stuart McGeough works with a wide range of clients, including individuals, corporations, and charitable organizations.
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
FL
04/17/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BOCA RATON FL)
FL
10/01/2004 - 03/20/2015
SCOTTRADE, INC. (COCONUT CREEK FL)
NY
03/11/2004 - 09/30/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
MN
02/18/2004 - 03/10/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/18/2004 - 03/10/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2008
Series 4 - Registered Options Principal Examination
BC
Issued 02/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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