Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Varas is a financial advisor at LPL Financial LLC in Chandler, AZ. George has been working in the financial services industry since July 1999 and has been registered with LPL Financial LLC since December 2009. Prior to joining LPL Financial LLC, George worked at WELLS FARGO INVESTMENTS, LLC, UBS FINANCIAL SERVICES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. George is registered with the state of California as an investment advisor representative. George holds a Series 66, Series 63, Series 24, SIE, and Series 7. George provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. George is also a FINRA non-public arbitrator.
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.
Consulting and other non-discretionary advisory services
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.
1
2
AZ
12/14/2009 - Present
LPL Financial LLC (CHANDLER AZ)
AZ
01/26/2005 - 12/24/2009
WELLS FARGO INVESTMENTS, LLC (CHANDLER AZ)
NJ
01/09/2001 - 02/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/07/1999 - 12/14/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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