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 Schrenk is a financial advisor with UBS Financial Services Inc. He has been in the industry since 1983. George holds a Series 7, Series 10, and Series 63 license, and he is also a Registered Investment Advisor in Florida and Texas. He has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. George has previously worked with CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., DREXEL BURNHAM LAMBERT INCORPORATED, and DEAN WITTER REYNOLDS INC. He is committed to providing his clients with personalized financial advice and 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.
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.
See schedule d - miscellaneous
1
2
FL
01/05/2010 - Present
UBS Financial Services Inc. (Winter Park FL)
FL
07/31/1993 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
NY
05/30/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/01/1987 - 07/03/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/06/1983 - 06/24/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 12/26/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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