Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Daniel Smith is a financial advisor associated with Vantage Financial Group, Inc. based in Cleveland, Ohio. George has been active in the financial services industry since December 1993. George has a total of 25 years of experience in the securities industry and 2 years of experience in the investment advisory industry. George holds the Series 6, 7, and 63 licenses, as well as the SIE. George currently holds active registrations with the states of Ohio, Texas, Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Virginia, and Wisconsin. Vantage Financial Group, Inc. is a registered investment advisor with offices in Cleveland, Ohio. The firm provides financial planning, portfolio management, pension consulting, and other financial advisory services to individuals, corporations, businesses, pension plans, and charitable organizations.
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.
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.
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2
OH
04/19/2021 - Present
Vantage Financial Group, Inc. (CLEVELAND OH)
OH
12/10/1993 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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