Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Holstead is a financial professional with over 30 years of experience in the industry. George is currently registered with J.v.b. Financial Group, LLC. George has a diverse background, having worked at several firms throughout his career. George is a Series 7, Series 9, Series 10, Series 24, and Series 52TO licensed professional.
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.
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.
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2
FL
01/08/2024 - Present
J.v.b. Financial Group, LLC (BOCA RATON FL)
FL
09/10/2019 - 01/09/2024
INSPEREX LLC (Delray Beach FL)
NY
06/12/2014 - 08/27/2019
BREAN CAPITAL, LLC (NEW YORK NY)
FL
10/12/2012 - 06/17/2014
D.A. DAVIDSON & CO. (winter park FL)
WA
07/15/2010 - 10/26/2012
STERNE, AGEE & LEACH, INC. (MERCER ISLAND WA)
WA
03/09/2007 - 06/07/2010
FINACORP SECURITIES (MERCER ISLAND WA)
WA
03/06/2000 - 03/05/2007
RAYMOND JAMES & ASSOCIATES, INC. (SEATTLE WA)
NY
03/02/1998 - 03/06/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
05/19/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TN
09/23/1996 - 05/23/1997
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
04/08/1996 - 09/24/1996
AMERISTAR CAPITAL MARKETS, INC.
TN
08/24/1993 - 04/04/1996
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
BC
Issued 08/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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