Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Loomis is a financial advisor with over 25 years of experience in the financial services industry. George is a CERTIFIED FINANCIAL PLANNER™ professional and is registered as an investment advisor representative with Focus Financial. George has held various roles in the industry, including positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and John G. Kinnard and Company, Incorporated. George is committed to helping clients achieve their financial goals and is dedicated to providing personalized financial advice and investment management services.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
01/07/2019 - Present
Focus Financial (MINNEAPOLIS MN)
MN
05/25/1995 - 09/05/2000
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NY
01/04/1994 - 05/04/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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