Unclaimed
Geordie Marie Hrdlicka has been in the financial industry since November 5, 1997. Geordie is currently registered as a Registered Representative and Investment Advisor Representative with Valmark Advisers, Inc. and Verde Wealth Group, LLC. Geordie is licensed to sell insurance as well, and serves on the advisory board for the University of Houston WGSS Women's Center. Geordie is a Certified Financial Planner™ professional with expertise in Financial Planning, Pension Consulting, Selection of other Advisors, and Portfolio Management for Individuals, Businesses and Investment Companies.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
TX
05/29/2024 - Present
Valmark Advisers, Inc. (HOUSTON TX)
TX
04/02/2007 - 08/16/2010
HORNOR, TOWNSEND & KENT, INC. (HOUSTON TX)
TX
07/06/1998 - 03/28/2007
1717 CAPITAL MANAGEMENT COMPANY (HOUSTON TX)
AZ
06/09/1998 - 10/25/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
11/06/1997 - 06/19/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/06/1997 - 06/19/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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