Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Jones is a financial advisor with Concourse Financial Group Securities, Inc. based in Conroe, Texas. George has been in the financial services industry since February 2006 and is licensed to provide investment advice in Texas and other states. George's prior experience includes roles at TRANSAMERICA FINANCIAL ADVISORS, INC and WORLD GROUP SECURITIES, INC. George holds several securities licenses including Series 6, Series 22, Series 62, and Series 63. George provides financial planning, investment advice, and portfolio management services to individuals, families, corporations, and small businesses. George specializes in various types of investment, including mutual funds, REITs, limited partnerships, 401(k)s, life insurance, annuities, and long-term care insurance.
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.
1
2
TX
08/30/2018 - Present
Concourse Financial Group Securities, Inc. (Conroe TX)
TX
01/06/2012 - 01/20/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (HOUSTON TX)
TX
02/20/2006 - 01/06/2012
WORLD GROUP SECURITIES, INC. (HOUSTON TX)
IA
Issued 01/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/05/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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