Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Herbert Norcross has over 20 years of experience in the financial services industry. George is currently a registered representative of Columbia Management Investment Advisers, LLC. George is a registered investment adviser in Massachusetts. George's previous employment includes positions at Quasar Distributors, LLC and Putnam Retail Management Limited Partnership. George holds Series 6, 7, 26, 63 and 65 licenses and is also a SIE exam holder. George is registered in all states, and specializes in providing services to individuals, businesses, investment companies, and pooled investment vehicles. George also provides asset liability management, credit analysis, and asset allocation services.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
09/21/2016 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
ME
02/12/2013 - 09/01/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
03/11/1999 - 10/01/2012
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 05/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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