Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Mouded is a financial advisor with Osaic FA, Inc. located in Iselin, NJ. George is also a licensed insurance agent. He began working in the industry on June 27, 2004. He has been with Osaic FA, Inc. since August 23, 2011. Previously, George worked for Hornor, Townsend & Kent, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George Mouded has a strong background in the financial services industry. He has passed the Series 7, Series 66, and SIE exams. He has been registered with FINRA, the state of New Jersey and several other states.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
NJ
08/23/2011 - Present
Osaic FA, Inc. (ISELIN NJ)
NJ
10/16/2009 - 09/02/2011
HORNOR, TOWNSEND & KENT, INC. (VERONA NJ)
NJ
11/21/2006 - 10/06/2009
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NJ
01/07/2005 - 10/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EDISON NJ)
NY
04/30/2004 - 12/15/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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