Unclaimed
George Galat is a financial advisor who has been active in the industry since 2013. George is currently registered with Range Advisory, LLC in Oregon, Pennsylvania, Texas and Virginia. George has previously been registered with UBS Financial Services Inc. and Vanguard Marketing Corporation. George holds the Series 6, 7 and 63 securities licenses, as well as the SIE exam. George has a designation as a Certified Financial Planner. George has specialized in investments, financial planning, and publication of periodicals.
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.
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.
Membership dues
1
2
OR
06/30/2023 - Present
Range Advisory, LLC (Portland OR)
CA
12/16/2015 - 10/04/2016
UBS FINANCIAL SERVICES INC. (MENLO PARK CA)
AZ
03/15/2013 - 12/02/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 03/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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