Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Garrison is a financial advisor with over 28 years of experience in the financial services industry. George currently works at Charles Schwab & Co., Inc. and is registered with FINRA. Prior to working at Charles Schwab & Co., Inc., George has also worked at Securities Service Network, Inc. and Pacific Southern Securities, Inc.. George has licenses to work in over 50 states and is licensed to provide investment advice in Indiana. George also provides independent contractor services for Bird in Indianapolis, Indiana.
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
IN
07/31/2007 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
TN
09/11/1998 - 08/19/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
TX
03/19/1992 - 03/18/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
08/29/1991 - 01/02/1992
PACIFIC SOUTHERN SECURITIES, INC.
BOTH
Issued 07/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1991
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 01/23/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/20/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1991
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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