Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge A. Von zedlitz has over 30 years of experience in the financial services industry. George is currently a registered representative with PNC Capital Advisors LLC. George has held previous positions with J.J.B. HILLIARD, W.L. LYONS, LLC, FIFTH THIRD SECURITIES, INC., WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC, CHARLES SCHWAB & CO., INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. George has a wide range of experience, including municipal securities, securities industry essentials, and general securities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis 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.
A percentage of the total value of assets under management is charged.
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2
MD
06/05/2020 - Present
PNC Capital Advisors LLC (BALTIMORE MD)
KY
05/29/2018 - 04/11/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
OH
01/05/2015 - 02/02/2018
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
03/01/2010 - 11/28/2014
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
CA
04/25/2007 - 03/03/2010
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
TX
05/12/1992 - 01/27/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/17/1985 - 07/31/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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