Unclaimed
George Henry Lindner is a financial professional with over 25 years of experience in the industry. George is currently registered with Raymond James & Associates, Inc. in Saint Petersburg, Florida. George has previously been registered with a number of other firms including RAYMOND JAMES FINANCIAL SERVICES, INC., SPARTAN SECURITIES GROUP, LTD., WILLIAM R. HOUGH & CO., and LADENBURG, THALMANN & CO., INC. George offers a wide range of services including financial planning, portfolio management, and selection of other advisors.
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
FL
02/20/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/01/2019 - 12/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
02/17/2006 - 04/05/2019
SPARTAN SECURITIES GROUP, LTD. (CLEARWATER FL)
FL
02/12/2001 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
NY
09/06/2000 - 12/21/2000
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
FL
07/11/1995 - 08/23/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 05/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/10/1995
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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