Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Dallas is a financial advisor with over 20 years of experience in the industry. He is currently registered with Centaurus Financial, Inc. in California, Florida, New Jersey and Pennsylvania. George has previously worked at Cetera Advisor Networks LLC, Princor Financial Services Corporation and AXA Advisors, LLC. His specializations include Fixed Insurance, Life Insurance, Health Insurance, Disability Insurance, Annuities and Long Term Care.
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
PA
11/09/2020 - Present
Centaurus Financial, Inc. (Pottstown PA)
PA
06/04/2008 - 11/13/2020
CETERA ADVISOR NETWORKS LLC (BLUE BELL PA)
PA
12/14/2005 - 06/06/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
NY
08/05/2002 - 12/12/2005
AXA ADVISORS, LLC (NEW YORK NY)
PA
06/20/2002 - 08/13/2002
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
BOTH
Issued 07/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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