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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Feliciano is an investment advisor representative with Vanguard Advisers, Inc. George has been in the industry for over 7 years and has a Series 7, Series 6, Series 63, and Series 65 licenses. The firm's main office is located in Malvern, Pennsylvania. George has been associated with Vanguard Advisers, Inc. since January 2021. Prior to that, George was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Pruco Securities, LLC and Wells Fargo Clearing Services, LLC. George is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). George specializes in portfolio management for individuals, businesses, and pooled investment vehicles. George also provides financial planning 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.
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
PA
02/05/2021 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
07/31/2019 - 12/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WYOMISSING PA)
PA
01/28/2019 - 02/14/2019
PRUCO SECURITIES, LLC. (WYOMISSING PA)
PA
06/27/2017 - 08/15/2017
WELLS FARGO CLEARING SERVICES, LLC (READING PA)
IA
Issued 09/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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