Unclaimed
George Hensel Reeves is a financial professional with over 30 years of experience in the securities industry. George is currently a registered representative with Charles Schwab & Co., Inc., and is licensed to provide investment advice in 51 states. George has a strong background in providing investment guidance to individuals and families, and is committed to helping clients reach their financial goals. Prior to joining Charles Schwab, George held positions at a number of other firms, including FIRST AMERICA EQUITIES CORP., MALONE & ASSOCIATES, INC., MARSHALL DAVIS, INC., J. W. GANT & ASSOCIATES, INC., FIRST EASTERN SECURITIES CORPORATION, and YORK WORLD WIDE INVESTMENTS, 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/11/1991 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NA
06/12/1990 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
CO
10/02/1990 - 02/25/1991
MALONE & ASSOCIATES, INC. (DENVER CO)
NA
03/31/1986 - 08/23/1989
MARSHALL DAVIS, INC.
NA
03/21/1986 - 04/08/1986
J. W. GANT & ASSOCIATES, INC.
NA
07/11/1985 - 01/01/1986
FIRST EASTERN SECURITIES CORPORATION
NA
02/25/1985 - 11/18/1985
YORK WORLD WIDE INVESTMENTS, INC.
BC
Issued 03/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/03/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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