Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Henry Borg is a financial advisor with Bok Financial Securities, Inc. George has been in the industry since 2006, serving clients in the Memphis, Tennessee area. George has a broad range of experience working with individuals, corporations, charitable organizations and pooled investment vehicles. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 52TO, and Series 63 securities licenses. George is also registered to sell securities in 51 states. Prior to joining Bok Financial Securities, Inc., George worked at Truist Securities, Inc.
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.
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.
Furnishes advice about securities in any manner not described above.
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
08/01/2023 - Present
BOK Financial Securities, Inc. (Memphis TN)
TN
07/19/2006 - 05/09/2023
TRUIST SECURITIES, INC. (MEMPHIS TN)
BC
Issued 07/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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