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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Blunt Breeden is a financial advisor registered with Arbor Point Advisors, with more than 20 years of experience in the financial industry. George has held licenses in multiple states and worked with several firms. He has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. George has earned the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). George's areas of specialization include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. George has a deep understanding of financial markets and investment strategies and is committed to helping clients achieve their financial goals.
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
MD
08/03/2023 - Present
Arbor Point Advisors (ARNOLD MD)
MD
10/18/2013 - 06/14/2024
SECURITIES AMERICA, INC. (ARNOLD MD)
MD
01/10/2003 - 11/07/2013
LPL FINANCIAL LLC (STEVENSVILLE MD)
MN
10/18/2000 - 01/09/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/2000 - 01/09/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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