Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Martell is a financial advisor with over 28 years of experience in the industry. George has a Series 7, Series 63, Series 24, and SIE licenses. Currently, George is registered with Centaurus Financial, Inc. in Arizona, California, Minnesota, and Nevada. George previously worked with CROWN CAPITAL SECURITIES, L.P. and LINSCO/PRIVATE LEDGER CORP. George is a registered representative of Centaurus Financial, Inc. Centaurus Financial, Inc. is an independent broker-dealer providing financial products and services to individuals, businesses, and institutions.
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.
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AZ
09/25/2024 - Present
Centaurus Financial, Inc. (Lake Havasu City AZ)
AZ
09/07/2007 - 10/19/2023
CROWN CAPITAL SECURITIES, L.P. (Lake Havasu City AZ)
CA
04/21/1995 - 09/11/2007
LINSCO/PRIVATE LEDGER CORP. (LOS ALAMITOS CA)
NY
01/03/1995 - 10/31/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 02/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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