Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Albert Cattat is a financial advisor with Independent Financial Partners based in Lantana, TX. George has been in the financial industry since 1999. George holds a Series 6, 7, 63, and 65 license and is registered in California, Florida, Georgia, Missouri, New Jersey, Pennsylvania, Texas, and Virginia. George specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
TX
09/14/2022 - Present
Independent Financial Partners (Lantana TX)
TX
12/17/2014 - 05/23/2019
LPL FINANCIAL LLC (SOUTH LAKE TX)
FL
09/14/2012 - 10/02/2014
FIDELITY BROKERAGE SERVICES LLC (CLEARWATER FL)
TX
08/10/2005 - 08/31/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
NC
04/18/2000 - 08/01/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
09/20/1999 - 04/18/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/20/1999 - 04/18/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
01/08/1999 - 08/20/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 02/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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