Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Schopper is an active Investment Advisor Representative and Broker-Dealer registered in various states. George is currently affiliated with Momentum Independent Network Inc., based in Dallas, TX. He has been in the industry since August 1972, and his prior roles include positions with Woodbury Financial Services, Inc., Gunnallen Financial, Inc, Howe Barnes Investments, Inc., Mesirow Financial, Inc., and Rodman & Renshaw Inc. George has a strong track record in providing financial planning and portfolio management services for both individuals and businesses. He holds a wide range of professional licenses and certifications, including Series 65, Series 63, Series 24, and Series 7TO, reflecting his expertise in various financial sectors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
03/17/2018 - Present
Momentum Independent Network Inc. (DALLAS TX)
WI
03/01/2010 - 07/09/2010
WOODBURY FINANCIAL SERVICES, INC. (MINOCQUA WI)
WI
05/13/2004 - 03/09/2010
GUNNALLEN FINANCIAL, INC (MINOCQUA WI)
IL
08/16/2000 - 06/11/2004
HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)
IL
09/25/1995 - 08/29/2000
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
08/02/1972 - 09/26/1995
RODMAN & RENSHAW INC. (CHICAGO IL)
IA
Issued 03/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1990
Series 24 - General Securities Principal Examination
BC
Issued 02/16/1982
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/20/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/01/1977
PC - AMEX Put and Call Exam
BC
Issued 07/26/1972
Series 1 - Registered Representative Examination
BC
Issued 05/23/1972
Series 000 - General Securities Principal Examination
Active
Inactive
F
FINRA
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