Unclaimed
George Ambrose is an Investment Advisor Representative with Maripau Wealth Management LLC. George has over 15 years of experience in the financial services industry. He is dedicated to helping individuals and families achieve their financial goals. George is a Registered Investment Advisor and holds Series 6, 63 and 65 licenses. He is also a Registered Representative with Maripau Wealth Management LLC. George's firm focuses on providing financial planning and portfolio management services to individuals and families. George has a strong commitment to building long-term relationships with his clients. He believes in a personalized approach to financial planning that takes into account his clients' individual needs and 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
MA
05/12/2023 - Present
Maripau Wealth Management LLC (Danvers MA)
MA
08/03/2007 - 05/16/2008
NEW ENGLAND SECURITIES (WALTHAM MA)
MA
04/03/2006 - 10/17/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BOSTON MA)
MA
08/27/2004 - 12/16/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/27/2004 - 12/16/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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