Unclaimed
George F Debnam is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Mount Pleasant, SC. George has been in the financial services industry for over 20 years and has experience in both investment advisory and brokerage services. George has worked with a variety of clients, including individuals, businesses, and institutional investors. George is committed to helping clients reach their financial goals and provides a range of services, including financial planning, investment management, and retirement planning. George also holds licenses for investment advising services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
07/26/2021 - Present
Raymond James Financial Services Advisors, Inc. (Mt Pleasant SC)
SC
02/13/2013 - 08/04/2021
RAYMOND JAMES & ASSOCIATES, INC. (CHARLESTON SC)
SC
02/27/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CHARLESTON SC)
SC
06/07/2002 - 03/20/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)
IA
Issued 07/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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