Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Estes is a financial advisor at Mercer Global Advisors Inc. in Alpharetta, GA. George has over 20 years of experience in the financial services industry. George has been a registered investment advisor in Georgia, North Carolina and South Carolina since 2016. George also holds Series 63, 65, 7 and 24 licenses. George is committed to providing personalized financial advice and guidance to help clients achieve 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.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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GA
10/18/2016 - Present
Mercer Global Advisors Inc. (Alpharetta GA)
NC
09/11/2015 - 08/08/2016
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
01/29/2010 - 09/08/2015
TD AMERITRADE, INC. (CHARLOTTE NC)
NC
10/29/2003 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
08/23/2000 - 09/23/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
IA
Issued 12/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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