Unclaimed
George Fontaine is a registered investment advisor with Wells Fargo Advisors Financial Network, LLC. George has been in the industry for over 10 years. George holds Series 66, Series 7TO and SIE licenses. George is currently registered to provide investment advice in 25 states. George's expertise covers a broad range of investment strategies, including retirement planning, portfolio management, and estate planning.
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
FL
01/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (PANAMA CITY FL)
BOTH
Issued 12/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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