Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Kiebler is a financial advisor with Summit Global Investments, LLC. George has over 17 years of experience in the financial services industry. George holds Series 6, 26, 63, and 65 licenses and has specialized in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. George is also a registered Investment Advisor Representative in Colorado. Prior to joining Summit Global Investments, LLC, George worked at TRANSAMERICA FINANCIAL ADVISORS, INC and WORLD GROUP SECURITIES, INC. George is committed to providing his clients with personalized financial advice and strategies to help them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
10/11/2023 - Present
Summit Global Investments, LLC (Englewood CO)
CO
01/06/2012 - 09/15/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Englewood CO)
CO
11/14/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CENTENNIAL CO)
GA
01/05/2006 - 10/17/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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