Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lorance Jorgensen is a financial advisor in Tyler, MN with over 30 years of experience in the financial services industry. George has been with Cambridge Investment Research Advisors, Inc. since November 2017, providing financial planning, investment management, and retirement planning services to individuals, families, and small businesses. Previously, George worked as a registered representative with Invest Financial Corporation, FSC Securities Corporation, and American Express Financial Advisors Inc. George is registered with the state of Minnesota and Texas as a broker-dealer and investment advisor. He has a strong reputation for providing personalized financial advice and building long-term relationships with clients.
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.
Solicitation fees from 3rd party money managers
1
2
MN
11/02/2017 - Present
Cambridge Investment Research Advisors, Inc. (Tyler MN)
MN
03/06/2003 - 11/01/2017
INVEST FINANCIAL CORPORATION (TYLER MN)
GA
03/08/1995 - 03/07/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
11/21/1989 - 03/10/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/21/1989 - 03/10/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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