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. Blais has been a registered financial professional since 1994. George has been a part of the financial services industry for over 27 years and has experience in providing investment advice to individuals, corporations and other businesses, and pension and profit-sharing plans. George is currently a registered representative of Osaic Wealth, Inc., where he has worked since October 2024. Previously, George worked for a variety of firms, including LPL Financial LLC, Transamerica Capital, Inc., Linsco/Private Ledger Corp., Directed Services LLC, First Union Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George is licensed to provide financial advice in Alabama, Florida, Georgia, Louisiana, Mississippi, Missouri, and Virginia. He is also registered with the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Investment Adviser Law Examination (Series 65). George holds a "President" position in his own business, Advantage Retirement Solutions, Inc, since February 2012. He is a financial professional with a strong track record of success in the financial services industry.
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.
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.
1
2
AL
10/11/2024 - Present
Osaic Wealth, Inc. (DAPHNE AL)
AL
05/19/2011 - 03/01/2012
LPL FINANCIAL LLC (DAPHNE AL)
CO
12/14/2007 - 06/10/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
AL
03/01/2007 - 12/03/2007
LINSCO/PRIVATE LEDGER CORP. (DAPHNE AL)
PA
09/26/2001 - 02/28/2007
DIRECTED SERVICES LLC (WEST CHESTER PA)
MO
10/26/1998 - 09/20/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
07/11/1994 - 10/28/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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