Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge D Wilson has been in the financial services industry since August 26, 1989. George is currently registered as a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. George was previously employed by Morgan Stanley. George is licensed in several states and holds Series 4, 7, 8, 9, 10, 24, 52, 53, 63 and 65 licenses. George offers services including performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisers and portfolio management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
FL
08/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WINTER PARK FL)
FL
05/19/2010 - 07/30/2024
MORGAN STANLEY (Orlando FL)
VA
05/08/2009 - 04/30/2010
MML INVESTORS SERVICES, INC. (FAIRFAX VA)
VA
11/20/2003 - 10/27/2008
FOLIOFN INVESTMENTS, INC. (VIENNA VA)
AZ
01/09/2003 - 11/03/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
12/20/1989 - 12/17/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
04/20/1989 - 09/12/1989
LUX INVESTOR SERVICES CORPORATION
CO
02/17/1989 - 04/12/1989
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NA
03/18/1988 - 02/27/1989
POWER SECURITIES CORPORATION
NA
08/20/1987 - 03/25/1988
THE STUART-JAMES COMPANY, INC.
IA
Issued 06/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/19/1989
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/1989
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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