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 Phelps has been in the financial services industry since 1973. George is a Certified Financial Planner and holds Series 63, 65, 7, 6, and SIE licenses. George is registered with the state of Nebraska as an Investment Adviser Representative for D.h. Hill Advisors, Inc. George has also worked for Ameriprise Financial Services, Inc. and IDS Financial Services Inc., among others. George is currently employed by D.h. Hill Advisors, Inc. and is a registered representative.
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.
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.
Percentage of assets from third party investment advisers
1
2
NE
03/02/2015 - Present
D.h. Hill Advisors, Inc. (WAYNE NE)
NE
02/03/2010 - 10/22/2014
MIDAMERICA FINANCIAL SERVICES, INC. (WAYNE NE)
NE
07/02/1973 - 07/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WAYNE NE)
MN
07/02/1973 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/02/1973 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 07/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure George Phelps is the right advisor for you? Invested Better is here to help.
