Unclaimed
George Debnam is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in Mt Pleasant, South Carolina. George has been in the industry since February 28, 1983.
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
01/02/2002 - 03/20/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)
GA
03/01/1983 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 05/17/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1983
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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