Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Saltzman is an Investment Advisor Representative with Centaurus Financial, Inc. George is located in Womelsdorf, Pennsylvania and has been in the industry since November 21, 2002. George has a Series 7, Series 31, and Series 63 license. George also holds a Series 65 license and is registered with Pennsylvania.
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.
1
2
PA
12/04/2019 - Present
Centaurus Financial, Inc. (Womelsdorf PA)
PA
07/29/2016 - 12/18/2019
PROEQUITIES, INC. (WOMELSDORF PA)
PA
05/01/2009 - 08/05/2016
NEXT FINANCIAL GROUP, INC. (WOMELSDORF PA)
PA
04/02/2007 - 04/07/2009
MORGAN STANLEY & CO. INCORPORATED (WYOMISSING PA)
PA
10/29/2002 - 04/02/2007
MORGAN STANLEY DW INC. (WYOMISSING PA)
IA
Issued 07/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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