Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian George has been in the financial services industry since 2008. Brian is currently registered with Accurate Wealth Management, LLC and is licensed in several states, including Washington, Oregon, Virginia, New York, and Arizona. Brian has held previous positions with firms such as Wells Fargo Clearing Services, LLC, Edward Jones, and J.P. Morgan Securities LLC. Brian is a Series 66, Series 7, and SIE license holder. Brian specializes in financial planning, portfolio management, and selection of other advisers. Brian is also active in the non-profit community and has a background in charitable 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
02/06/2023 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
WA
12/09/2019 - 12/16/2021
WORLD EQUITY GROUP, INC. (BREMERTON WA)
WA
04/17/2015 - 12/16/2019
WELLS FARGO CLEARING SERVICES, LLC (BREMERTON WA)
WA
02/28/2013 - 04/29/2015
J.P. MORGAN SECURITIES LLC (SILVERDALE WA)
WA
07/14/2008 - 03/06/2013
EDWARD JONES (SILVERDALE WA)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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