Unclaimed
George Centeno is a financial advisor registered with Vanguard Advisers, Inc. with offices in Plano, Texas. George has been working in the financial industry since December 20, 2005. He is a certified financial planner and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. George is also registered with the states of North Carolina, Texas, and Utah.
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.
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.
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.
1
2
TX
11/06/2009 - Present
Vanguard Advisers, Inc. (Plano TX)
NC
12/20/2005 - 01/20/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 01/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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