Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Amlott is a financial advisor with Osaic Wealth, Inc. George has been in the financial services industry since 1998 and has a broad range of experience in helping clients achieve their financial goals. George is registered with FINRA and is a licensed agent in several states, including Florida, Indiana, Michigan, Oregon, Virginia, and Washington. George holds the Series 6, Series 63, and SIE licenses. George specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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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MI
09/15/2023 - Present
Osaic Wealth, Inc. (CADILLAC MI)
MI
06/06/2006 - 09/15/2023
SIGMA FINANCIAL CORPORATION (CADILLAC MI)
MI
01/18/2005 - 06/13/2006
THE O.N. EQUITY SALES COMPANY (CADILLAC MI)
MN
01/23/2004 - 01/24/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
VA
05/08/1998 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 05/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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