Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Cerwin is a financial advisor with over 40 years of experience in the industry. George currently works for Osaic Wealth, Inc. and is registered in Florida and Texas as an Investment Advisor Representative. Prior to joining Osaic Wealth, George held positions at several other firms, including SAGEPOINT FINANCIAL, INC., SENTRA SECURITIES CORPORATION, UNITED PACIFIC SECURITIES, INC., ROYAL ALLIANCE ASSOCIATES, INC. and INTEGRATED RESOURCES EQUITY CORPORATION. George specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. George is a Certified Financial Planner and holds the Series 7, Series 24, and SIE licenses.
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.
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
FL
06/10/2024 - Present
Osaic Wealth, Inc. (CLEARWATER FL)
FL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CLEARWATER FL)
AZ
11/16/1998 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
08/20/1992 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
AZ
11/19/1989 - 08/10/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/20/1989 - 12/11/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/24/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/25/1981 - 08/09/1985
E. F. HUTTON & COMPANY INC
BC
Issued 02/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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