Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Julius Follstad is an active advisor associated with Principal Securities, Inc. George Julius Follstad has been in the industry since 1978 and has passed several industry exams, including Series 63, Series 65, Series 7, Series 6, and Series 1. George Julius Follstad also holds a Series 24. George Julius Follstad has been registered with Principal Securities, Inc. since 2016. George Julius Follstad has been previously registered with CATHOLIC KNIGHTS INVESTMENT CORPORATION. George Julius Follstad is currently registered in Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Utah, and Wisconsin. George Julius Follstad specializes in providing financial planning and portfolio management services. George Julius Follstad also has experience in providing educational seminars and selection of other advisors. George Julius Follstad's current firm, Principal Securities, Inc., is a large firm with a wide range of services and resources available.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
WI
01/18/2024 - Present
Principal Securities, Inc. (MINOCQUA WI)
NA
01/27/1971 - 04/12/1979
CATHOLIC KNIGHTS INVESTMENT CORPORATION
IA
Issued 08/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/20/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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