Unclaimed
George Bailey Pickett is an active investment advisor representative and has been in the securities industry since May 6, 1977. George is currently registered with Valmark Advisers, Inc. George is licensed in Alabama, Florida, Georgia, Louisiana, Mississippi, and Pennsylvania and has a Series 63, Series 65, Series 1, Series 6, and Series 22 license. In addition to his current position, George has previously been employed at The O.N. Equity Sales Company, Equity Services, Inc., and Western Reserve Financial Services Corp. George is currently registered as an Investment Adviser Representative for Valmark Advisers, Inc. in Mississippi, Alabama, Georgia, Pennsylvania, Florida and Louisiana.
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.
Strategic management for diversified investment portfolios.
Consulting
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
MS
01/15/2021 - Present
Valmark Advisers, Inc. (Flowood MS)
OH
01/21/1984 - 10/13/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
01/09/1978 - 11/01/1983
EQUITY SERVICES, INC.
NA
02/13/1975 - 01/05/1976
WESTERN RESERVE FINANCIAL SERVICES CORP
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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