Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Christopher Chobany is a financial advisor with over 40 years of experience. George has held various roles at leading financial institutions including Wells Fargo Securities Inc., First Interstate Investments, Inc., KMS Financial Services, Inc., and SunAmerica Securities, Inc. Currently, George is a registered representative and investment advisor representative with Osaic Wealth, Inc. in Carmel, CA. George is also a Certified Financial Planner. George has a strong background in providing financial planning, pension consulting, portfolio management, and educational seminars to individuals, businesses, and pension and profit-sharing plans.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (CARMEL CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CARMEL CA)
AZ
05/30/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WA
05/31/2001 - 05/05/2003
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
CA
08/25/1999 - 02/15/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
03/21/1997 - 12/08/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
07/15/1996 - 03/28/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
04/17/1995 - 07/15/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
09/20/1993 - 04/27/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
03/13/1992 - 09/20/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
TX
05/16/1991 - 03/24/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
CA
10/05/1981 - 06/14/1991
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
IA
Issued 09/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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