Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony George has been in the financial services industry since 1993. Anthony has a variety of experience, including time spent at UBS Financial Services Inc. and Piper Jaffray & Co. Currently, Anthony is a registered representative with D.a. Davidson & Co., where Anthony is licensed in Montana and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MT
04/01/2021 - Present
D.a. Davidson & Co. (BILLINGS MT)
MT
08/12/2006 - 04/23/2021
UBS FINANCIAL SERVICES INC. (BILLINGS MT)
MT
04/12/2001 - 08/12/2006
PIPER JAFFRAY & CO. (BILLINGS MT)
NY
11/07/1995 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/23/1994 - 03/31/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/25/1992 - 02/07/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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