Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Mitchell Harris is an active Registered Investment Advisor (RIA) and Financial Advisor associated with Osaic Wealth, Inc. in Greensboro, NC. George has been active in the financial industry for over 30 years, and specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. George holds the Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams. In addition to Osaic Wealth, Inc., George has also worked with Woodbury Financial Services, Inc., Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., and J.C. Bradford & Co.
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.
A percentage of the total value of assets under management is charged.
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NC
01/19/2024 - Present
Osaic Wealth, Inc. (GREENSBORO NC)
NC
04/18/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
08/01/2005 - 04/24/2019
WELLS FARGO CLEARING SERVICES, LLC (GREENSBORO NC)
NJ
08/14/2000 - 08/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/27/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
02/03/1992 - 10/04/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NC
09/19/1991 - 02/10/1992
MCDANIEL LEWIS & COMPANY (GREENSBORO NC)
IA
Issued 01/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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