Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Leslie Tackett is a registered representative with Stifel, Nicolaus & Company, Inc. George has been in the financial services industry for over 50 years, beginning his career in 1969. George has extensive experience in providing financial advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through a variety of services, including financial planning, investment management, and retirement planning. George holds the Series 7, Series 63, and Series 65 licenses. He also has experience with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and UBS Financial Services Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/19/2020 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
10/12/2006 - 10/19/2020
WELLS FARGO CLEARING SERVICES, LLC (FLORHAM PARK NJ)
NJ
02/18/1998 - 10/31/2006
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
MA
05/28/1969 - 03/20/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/29/1971 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1969
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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