Unclaimed
George Edward Thiergartner is a financial advisor with B. Riley Wealth Advisors, Inc. in Maitland, Florida. George has been in the industry since 1983 and has worked with numerous firms, including Moors & Cabot, Inc., Wells Fargo Advisors Financial Network, LLC, Janney Montgomery Scott LLC, and Citigroup Global Markets Inc. George's expertise is in providing financial planning, pension consulting, educational seminars, and portfolio management services. George also specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
1
2
FL
10/18/2021 - Present
B. Riley Wealth Advisors, Inc. (MAITLAND FL)
FL
09/03/2020 - 07/22/2022
NATIONAL SECURITIES CORPORATION (MAITLAND FL)
FL
06/15/2012 - 09/21/2020
MOORS & CABOT, INC. (WINTER PARK FL)
FL
03/15/2011 - 05/29/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WINTER PARK FL)
FL
06/18/2007 - 04/08/2011
JANNEY MONTGOMERY SCOTT LLC (PONTE VEDRA BEACH FL)
FL
07/31/1993 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
NY
01/15/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/07/1986 - 01/22/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
08/08/1984 - 11/13/1986
DEAN WITTER REYNOLDS INC.
NA
04/19/1983 - 08/13/1984
PAINEWEBBER INCORPORATED
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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