Unclaimed
George Natividad Viray is an investment advisor representative with MML Investors Services, LLC, registered with the state of California. George has been in the financial services industry since 2001 and has experience with Ameriprise Financial Services, LLC, SAGEPOINT FINANCIAL, INC., LPL Financial LLC, AXA ADVISORS, LLC, MONY SECURITIES CORPORATION, LINSCO/PRIVATE LEDGER CORP., TD WATERHOUSE INVESTOR SERVICES, INC., and JACK WHITE & COMPANY, INC.. George offers services including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. George is also a registered representative with the state of Texas.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
02/04/2022 - Present
MML Investors Services, LLC (LA JOLLA CA)
CA
09/28/2016 - 08/05/2020
AMERIPRISE FINANCIAL SERVICES, LLC (SAN DIEGO CA)
CA
03/05/2015 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
08/02/2005 - 04/04/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
NY
06/08/2005 - 07/29/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/16/2001 - 07/27/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
SC
09/24/1999 - 05/02/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
06/01/1998 - 10/11/1999
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
03/31/1998 - 06/01/1998
JACK WHITE & COMPANY, INC.
IA
Issued 05/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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