Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Berridge is a financial advisor who has been in the industry for 18 years. George is currently registered with Wells Fargo Clearing Services, LLC. George has a Series 7, Series 63 and Series 65 licenses. George is also registered as an Investment Advisor Representative in Idaho. Prior to joining Wells Fargo, George was a financial advisor with Citigroup Global Markets Inc. and Nuveen Securities, LLC. George specializes in providing financial planning, portfolio management, and investment 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.
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.
1
2
ID
04/12/2024 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
CA
11/09/2021 - 12/21/2022
CITI PRIVATE ADVISORY, LLC (Beverly Hills CA)
CA
11/09/2021 - 12/21/2022
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
IL
01/06/2016 - 11/19/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
09/21/2007 - 05/19/2008
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
NY
05/30/2003 - 10/03/2005
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
05/14/2001 - 05/30/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
ME
08/18/1999 - 05/01/2001
ICC DISTRIBUTORS, INC. (PORTLAND ME)
PA
08/20/1998 - 07/23/1999
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
CA
10/01/1997 - 07/16/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
08/28/1996 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
NY
05/17/1994 - 08/21/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 04/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1994
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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