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 Webb is a financial advisor with over 18 years of experience in the financial services industry. George Webb is currently registered with Oneamerica Securities, Inc. George Webb holds Series 6 and Series 63 licenses. Previously, George Webb worked for firms such as Park Avenue Securities LLC, Guardian Investor Services LLC, Security Distributors, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. George Webb is a specialist in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
IN
05/12/2016 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NY
03/31/2015 - 04/19/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/18/2013 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
KS
02/16/2005 - 10/31/2013
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
MA
01/24/2000 - 09/20/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/24/2000 - 09/20/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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