Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Oliver Blanchard is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. George has been in the industry since 1994 and has experience working for firms such as Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC and Phillips & Company. George is licensed to provide financial advice in 23 states and holds the Series 7, Series 63, and Series 65 licenses. George also holds the SIE license. George has a strong background in providing financial planning services to individuals, corporations, and institutions.
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.
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.
Investment consulting services to institutional clients
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.
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2
OR
01/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE OSWEGO OR)
OR
01/03/2011 - 01/04/2024
WELLS FARGO CLEARING SERVICES, LLC (LAKE OSWEGO OR)
OR
09/08/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
10/18/1994 - 04/30/2008
PHILLIPS & COMPANY (PORTLAND OR)
IA
Issued 09/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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