Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Enrique Haas is a financial advisor in Houston, Texas. George is a registered representative of Capital Advisors, Inc. and has been in the industry for over 17 years. George has a wide range of experience in providing financial planning services to individuals, businesses, and institutional clients. George holds several professional designations, including Certified Financial Planner and Chartered Financial Consultant. George is also licensed in several states including Texas, Oklahoma, Louisiana and Michigan. George is passionate about helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
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.
Strategic management for diversified investment portfolios.
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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2
TX
11/13/2019 - Present
Capital Advisors, Inc. (HOUSTON TX)
TX
11/13/2006 - 02/28/2014
GIRARD SECURITIES, INC. (HOUSTON TX)
TX
10/24/2005 - 11/08/2006
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
CA
04/12/2005 - 05/27/2005
PENATES GROUP, INC. (PACIFIC PALISADES CA)
TX
06/08/1998 - 01/24/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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