Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Taub is an investment advisor representative for Osaic Wealth, Inc., with over 29 years of experience in the securities industry. George has been registered with the state of New York since 1993. George also holds Series 7, 63, 65, 79 and SIE licenses.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (NEW YORK NY)
NY
05/30/2002 - 07/17/2020
INVESTACORP, INC. (NEW YORK NY)
NY
05/02/2000 - 02/11/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IL
09/17/1998 - 03/13/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
03/17/1997 - 09/14/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
05/23/1996 - 03/18/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/24/1995 - 05/07/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 04/11/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
07/06/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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