Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Dougherty is a financial advisor with Voya Financial Advisors, Inc., a firm that manages approximately $3.05 billion in assets. George has been in the financial services industry since 2001 and is registered in 20 states. He specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. George also holds a Series 7, Series 66, and SIE licenses and is a Registered Representative with FINRA.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/21/2023 - Present
Voya Financial Advisors, Inc. (WILLIAMSVILLE NY)
CT
07/27/2009 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
10/18/2001 - 07/30/2009
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
TX
10/18/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MD
04/24/2001 - 04/25/2001
M&T SECURITIES, INC. (BALTIMORE MD)
NY
08/04/2000 - 04/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure George Dougherty is the right advisor for you? Invested Better is here to help.
