Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Frederick Dance is a financial advisor with over 30 years of experience in the industry. George is a registered representative and investment advisor in multiple states. George has worked for Wells Fargo Clearing Services, LLC since 2012. Prior to that, George worked for other firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and AmSouth Investment Services, Inc. George is a Series 7, Series 10, Series 31, Series 63, and Series 65 licensed professional.
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.
Investment consulting services to institutional clients
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
MS
02/22/2016 - Present
Wells Fargo Clearing Services, LLC (GULFPORT MS)
AL
06/01/2009 - 06/28/2012
MORGAN STANLEY SMITH BARNEY (MOBILE AL)
AL
11/02/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOBILE AL)
AL
08/01/2002 - 10/31/2006
AMSOUTH INVESTMENT SERVICES, INC. (MOBILE AL)
MO
06/15/2002 - 08/15/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
04/06/1993 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
08/04/2000 - 08/08/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
12/13/1990 - 04/02/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 06/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure George Dance is the right advisor for you? Invested Better is here to help.
