Unclaimed
George Carpenter is a financial advisor at Madison Partners. George has been in the industry since 2012 and is registered with the state of Wisconsin. George also holds a Series 7 and Series 66 license. George has experience providing financial advice to individuals, businesses, and pension plans. George is passionate about 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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
10/16/2020 - Present
Madison Partners (MADISON WI)
WI
03/29/2012 - 10/20/2020
EDWARD JONES (BRODHEAD WI)
BOTH
Issued 04/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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