Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Dean Karris is a financial advisor with over 19 years of experience in the industry. George is currently registered with Osaic Wealth, Inc. in Mount Laurel, New Jersey. George has a strong background in financial planning, portfolio management, and pension consulting. George also holds several industry licenses and designations, including the Series 7, 6, 63, 65, and 24 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.
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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NJ
07/31/2024 - Present
Osaic Wealth, Inc. (MOUNT LAUREL NJ)
AZ
06/16/2022 - 06/16/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
06/07/2021 - 06/16/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
06/11/2019 - 06/04/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
12/22/2017 - 05/17/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
NJ
09/09/2011 - 06/30/2017
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
IL
05/24/2006 - 11/17/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (TINLEY PARK IL)
MN
09/23/2005 - 03/24/2006
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
MN
11/08/2000 - 12/08/2004
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 10/14/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/6/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/7/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/7/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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