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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Strnad is a financial advisor with Morgan Stanley, located in Irvine, California. George has been working in the industry since March 24, 1987, and has a strong background in securities and investment advising. George is registered with FINRA as a Registered Representative and holds the Series 3, 7, and 63 licenses. George is also a Registered Investment Advisor and has passed the Series 65 exam. In addition to being a registered representative and investment advisor, George holds the SIE license. George has worked for Citigroup Global Markets Inc. and Morgan Stanley DW Inc., as well as Morgan Stanley Smith Barney. George currently provides financial services to insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/11/2014 - Present
Morgan Stanley (Irvine CA)
CA
09/27/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BREA CA)
NY
03/25/1987 - 09/27/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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