Unclaimed
George Enone is a financial advisor at Osaic Wealth, Inc. with over 20 years of experience in the financial services industry. George is a Certified Financial Planner (CFP®) and holds FINRA Series 6, 7, and 66 licenses. George previously worked at Woodbury Financial Services, Inc. and Capital One Investing, LLC. George specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. George is registered to offer investment advisory services in 24 states.
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
MD
01/19/2024 - Present
Osaic Wealth, Inc. (Silver Spring MD)
MD
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Silver Spring MD)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
MD
01/24/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (FREDERICK MD)
FL
06/27/2005 - 01/02/2013
NEXT FINANCIAL GROUP, INC. (CORAL GABLES FL)
NJ
03/05/2002 - 06/27/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
08/25/1999 - 09/19/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/25/1999 - 09/19/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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