Unclaimed
George Fuchs has been in the financial industry since 1998. George is a Certified Financial Planner who holds Series 7, 31 and 65 licenses, as well as a SIE designation. George is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Previous employers include First Republic Securities Company, LLC, Wells Fargo Clearing Services, LLC, and Citigroup Global Markets Inc.. George has a wide range of experience, including financial planning, pension consulting, and portfolio management for individuals and businesses. George specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/09/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/15/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
11/20/2008 - 02/21/2019
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
08/18/2000 - 12/08/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/27/1998 - 08/25/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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