Unclaimed
George Fowler is a financial professional with over 40 years of experience in the industry. George has been registered with the Securities and Exchange Commission (SEC) since 1978. He specializes in providing financial planning and investment advisory services to individuals, families, and businesses. George is currently affiliated with First Heartland Consultants, Inc. and was previously affiliated with VOYA FINANCIAL ADVISORS, INC., Locust Street Securities, Inc., WMA Securities, Inc., InterSecurities, Inc., MONY Securities Corp., and The Mutual Life Insurance Company of New York. George is a Certified Financial Planner and a Chartered Financial Consultant. He has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
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.
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2
TN
02/04/2015 - Present
First Heartland Consultants, Inc. (GERMANTOWN TN)
TN
01/01/2004 - 12/31/2014
VOYA FINANCIAL ADVISORS, INC. (GERMANTOWN TN)
IA
05/16/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
GA
06/06/1994 - 04/10/1995
WMA SECURITIES, INC. (DULUTH GA)
FL
03/18/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
02/01/1978 - 01/15/1993
MONY SECURITIES CORP. (NEW YORK NY)
NY
02/01/1978 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 09/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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