Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid George is a financial advisor with over 40 years of experience in the industry. He is currently registered with Raymond James Financial Services Advisors, Inc. David has a wide range of experience and holds licenses for securities in several states. He also holds principal, state and product exams. David has held previous roles at ROBERT THOMAS SECURITIES, INC, PRINCIPAL FINANCIAL SECURITIES,INC. and THOMSON MCKINNON SECURITIES INC..
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Pilot Point TX)
FL
03/22/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
TX
03/06/1989 - 03/22/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
08/11/1982 - 03/13/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
08/24/1982 - 02/12/1985
SCHNEIDER, BERNET & HICKMAN, INC.
NA
05/27/1980 - 08/20/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
BC
Issued 05/27/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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