Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Edward Heathcote is a financial advisor with over 15 years of experience in the financial services industry. George is currently registered with Next Financial Group, Inc. and holds a Series 6, Series 7, Series 26, and Series 63 license. George specializes in providing financial advice to individuals, businesses, and pension plans. George also has experience with life and health insurance and employee benefit plans. George's previous experience includes working for Transamerica Financial Advisors, Inc. and World Group Securities, Inc. George has been serving clients in the Mazomanie, Wisconsin area for over 15 years.
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.
Seminar/workshop attendance fees
1
2
WI
03/30/2022 - Present
Next Financial Group, Inc. (MAZOMANIE WI)
WI
01/06/2012 - 03/31/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (Madison WI)
WI
11/15/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (MADISON WI)
IA
Issued 06/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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