Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Celestino Cabalu is an active investment advisor representative with Wells Fargo Clearing Services, LLC. George has been in the securities industry since February 20, 1994, and has been registered with Wells Fargo since September 30, 2013. Prior to joining Wells Fargo, George worked at UBS Financial Services Inc. and Citigroup Global Markets Inc.. George is licensed to provide investment advice in 30 states and is also a registered representative in Virginia and Texas. George has a strong background in portfolio management and investment consulting for both individuals and businesses. George is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
09/30/2013 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
VA
11/14/2008 - 10/08/2013
UBS FINANCIAL SERVICES INC. (VIENNA VA)
VA
05/15/2000 - 12/03/2008
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
NY
02/21/1994 - 05/18/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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