Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Mason Cozart is a financial advisor at LPL Financial LLC with over 30 years of experience in the industry. George has been registered with the state of Arkansas since August 2007 and holds several licenses, including Series 7, Series 6, Series 63, and Series 65. George is a member of FINRA and has been associated with LPL Financial LLC since August 2007. George previously worked at Synergy Investment Group, LLC, Dortch Securities & Investments, Inc., FFP Securities, Inc., St. Bernard Financial Services, Inc., Boatmen's Investment Services, Inc., Liberty Securities Corporation, PAMCO Securities and Insurance Services, Pruco Securities Corporation, and The Prudential Insurance Company of America. George is a registered investment advisor and provides investment advice to individuals, families, and businesses. George also offers financial planning, retirement planning, and estate planning services.
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.
Consulting and other non-discretionary advisory services
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.
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2
AR
09/28/2010 - Present
LPL Financial LLC (LITTLE ROCK AR)
AR
01/18/2005 - 08/03/2007
SYNERGY INVESTMENT GROUP, LLC (LITTLE ROCK AR)
AR
11/03/1999 - 01/19/2005
DORTCH SECURITIES & INVESTMENTS, INC. (LITTLE ROCK AR)
MO
12/21/1995 - 10/22/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
AR
09/11/1995 - 12/21/1995
ST. BERNARD FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)
MO
10/01/1992 - 08/09/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NY
08/01/1991 - 09/24/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/02/1990 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NA
07/29/1988 - 01/30/1989
PRUCO SECURITIES CORPORATION
NA
07/29/1988 - 01/30/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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