Unclaimed
George Houston is a financial professional with over 16 years of experience in the industry. George is currently registered with Charles Schwab & Co., Inc. and is licensed to provide financial advice in all 50 states. George's previous experience includes working with TD Ameritrade, Inc. George holds the Series 63, Series 7 and SIE licenses. George's areas of expertise include Financial Planning 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.
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
NE
05/26/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/03/2006 - 05/26/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 10/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure George Houston is the right advisor for you? Invested Better is here to help.