Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Christian Holiat is a financial advisor with over 25 years of experience in the industry. Currently, George is registered with Robert W. Baird & Co. Inc., located in Garden City, New York, working as an Investment Banking Registered Representative, Securities Trader, and General Securities Representative. Prior to joining Robert W. Baird & Co. Inc., George was employed at Susquehanna Financial Group, LLLP, FTN Financial Securities Corp, Morgan Keegan & Company, Inc., Warburg Dillon Read LLC, and SBC Warburg Dillon Read Inc. George is licensed in New York and Wisconsin and holds licenses in Securities Industry Essentials, Series 7, Series 24, Series 55, Series 57TO, and Series 79TO. George specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NY
04/27/2020 - Present
Robert W. Baird & Co. Inc. (Garden City NY)
NY
12/15/2010 - 04/22/2020
SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)
NY
09/03/2002 - 09/16/2010
FTN FINANCIAL SECURITIES CORP (NEW YORK NY)
TN
07/23/1998 - 09/25/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
06/29/1998 - 07/28/1998
WARBURG DILLON READ LLC (NEW YORK NY)
CT
09/02/1997 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NY
10/11/1995 - 09/02/1997
SBC WARBURG, INC. (NEW YORK NY)
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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