Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge David Flanders is a financial advisor with over 30 years of experience in the industry. George is currently registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo, George was with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George has a broad range of experience in providing financial advice to individuals and institutions. George holds the Series 7, Series 63, and Series 65 licenses.
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.
Investment consulting services to institutional clients
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
ME
02/10/2023 - Present
Wells Fargo Clearing Services, LLC (Kittery ME)
FL
05/23/2008 - 11/12/2019
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
OH
03/28/2002 - 05/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
OH
06/01/1996 - 04/19/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/31/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 09/02/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/18/1994 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
05/23/1994 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
NA
05/18/1994 - 06/09/1994
SOCIETY INVESTMENTS, INC.
NA
06/22/1993 - 05/31/1994
FINANCIAL HORIZONS SECURITIES CORPORATION
MN
09/24/1987 - 06/16/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 07/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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