Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Alexander is a financial advisor with over 40 years of experience in the industry. George is currently registered with Kestra Advisory Services, LLC and has been with the firm since 2016. Previously, George worked at several other firms including Fortus Investors, Inc., G.R. Phelps & Co., Inc., and Pruco Securities Corporation. George holds several licenses and designations including Series 6, 22, 63, and 65 licenses and is a Chartered Financial Consultant. George provides financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and trusts. George's experience and expertise allow him to provide comprehensive financial planning services to clients.
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.
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.
1
2
CA
04/18/2016 - Present
Kestra Advisory Services, LLC (San Diego CA)
MN
06/19/1995 - 09/05/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
10/15/1982 - 08/15/1995
G. R. PHELPS & CO., INC.
MA
06/24/1992 - 05/17/1995
MANEQUITY, INC. (BOSTON MA)
NJ
08/25/1987 - 05/13/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/23/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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