Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lifsey is a registered representative with Raymond James & Associates, Inc. in Nashville, TN. George has been working in the financial services industry since 1992 and has held a number of positions at various firms, including SunTrust Investment Services, Inc., SunTrust Capital Markets, Inc., UBS Financial Services Inc., and J.C. Bradford & Co. George holds a number of licenses and certifications, including the Series 63, 65, 7, and SIE exams. George specializes in providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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
TN
08/07/2017 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TN
06/27/2005 - 02/08/2007
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
GA
11/15/2004 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NJ
08/14/2000 - 10/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/19/1992 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 09/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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