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 Wolf is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. George Wolf has over 20 years of experience in the financial services industry. George Wolf has been registered with the firm since October 2022. Prior to joining Wells Fargo Clearing Services, LLC, George Wolf worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 17 years and LaSalle Financial Services, Inc. for three years. George Wolf is a Series 7 and Series 66 licensed professional. George Wolf holds state licenses in Alaska, Florida, Illinois, Michigan, Nevada, New Mexico, Oklahoma, Oregon, Tennessee, and Wisconsin.
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.
Investment consulting services to institutional clients
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
IL
10/28/2022 - Present
Wells Fargo Clearing Services, LLC (ORLAND PARK IL)
IL
10/14/2005 - 10/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
05/15/2002 - 09/28/2005
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 08/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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