Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge H Ohleyer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Saint Petersburg, Florida. George has been in the industry since 2016. George holds Series 7, Series 66 and SIE licenses. Before joining Raymond James Financial Services Advisors, Inc., George was an advisor with MORGAN STANLEY. George specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
06/14/2023 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
09/27/2021 - 03/09/2022
MORGAN STANLEY (Temple Terrace FL)
BOTH
Issued 11/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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