Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Eugene Pitra is a registered investment advisor representative in Texas with Independent Financial Group, LLC. George has been in the financial services industry since 1997. In addition to his current role at Independent Financial Group, LLC, George has previously held roles at CAPITAL FINANCIAL SERVICES, INC., BARRON MOORE, INC., SALOMON GREY FINANCIAL CORPORATION and SHELMAN SECURITIES CORP. George's expertise is in providing financial planning and portfolio management for businesses and individuals. He is also experienced in pension consulting and selection of other advisers.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/24/2011 - Present
Independent Financial Group, LLC (LEANDER TX)
TX
04/10/2008 - 05/17/2011
CAPITAL FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
08/02/2005 - 04/10/2008
BARRON MOORE, INC. (ROUND ROCK TX)
TX
01/06/2004 - 08/19/2005
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
TX
02/25/2003 - 12/31/2003
SHELMAN SECURITIES CORP. (DALLAS TX)
TX
09/11/1996 - 10/04/2002
FIRST AVANTUS SECURITIES, INC. (AUSTIN TX)
IA
Issued 07/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure George Pitra is the right advisor for you? Invested Better is here to help.
