Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lively is a financial professional with over 30 years of experience in the industry. He has held a variety of roles in the financial services sector, working with firms such as CFD Investments, Inc., FFP Securities, Inc., and Walnut Street Securities, Inc. George is currently registered with Woodmen Financial Services, Inc., and holds Series 7 and Series 63 licenses.
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.
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.
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NE
03/08/2019 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
GA
11/18/2016 - 03/11/2019
THE O.N. EQUITY SALES COMPANY (AUGUSTA GA)
GA
08/22/2001 - 11/30/2016
CFD INVESTMENTS, INC. (AUGUSTA GA)
CA
03/21/2001 - 08/21/2001
SCF SECURITIES, INC. (SAN DIEGO CA)
MO
07/13/1998 - 02/07/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
CA
07/18/1997 - 06/05/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
07/31/1995 - 08/01/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
05/06/1994 - 07/11/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
CA
04/15/1993 - 05/12/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
GA
06/24/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
MN
10/26/1989 - 02/11/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/26/1989 - 02/11/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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