Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Rachel George is a registered representative with BCW Securities LLC in Westport, Connecticut. Anna has been in the securities industry since 2012. Previously, Anna worked for First Liberties Financial in Dallas, Texas, The Kensington Advisory and Investment Group LLC in New York, New York and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York. Anna holds Series 3, 7, 24, 63, and 82 licenses.
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.
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.
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2
CT
08/15/2016 - Present
BCW Securities LLC (WESTPORT CT)
TX
10/15/2014 - 12/21/2015
FIRST LIBERTIES FINANCIAL (DALLAS TX)
NY
04/17/2000 - 09/19/2000
THE KENSINGTON ADVISORY AND INVESTMENT GROUP LLC (NEW YORK NY)
NY
09/26/1994 - 06/16/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2014
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 11/19/1996
Series 3 - National Commodity Futures Examination
BC
Issued 09/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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