Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Acheampong is a registered Investment Advisor Representative (IAR) with Capitalwize, LLC in Charlotte, North Carolina. George has been in the industry since 2013 and holds the Series 65 license. George has experience working with individuals and high-net-worth individuals. George provides financial planning and portfolio management services. George also owns and operates a non-financial services related business, Acheampong Enterprises, LLC. George's expertise focuses on providing digital financial education resources and apparel.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NC
03/14/2018 - Present
Capitalwize, LLC (Charlotte NC)
IA
Issued 08/18/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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