Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Joseph Limbach is an investment advisor representative with over 30 years of experience in the financial services industry. George has been registered with the Securities and Exchange Commission (SEC) since 1989. George is currently registered with Compass ION Advisors, LLC. George holds a Series 6, 7, 65 and 66 license. George has also held prior licenses for other financial institutions. George has a diverse work history in the financial services industry having served in various roles for firms such as Hornor, Townsend & Kent, Inc., Investec PMG Capital, Emerging Growth Equities, Ltd. and APW Capital, Inc.. George has a proven track record of success in providing financial planning services to clients. George currently serves as a board member for several non-profit organizations and is active in his community.
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.
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.
1
2
PA
11/23/2020 - Present
Compass ION Advisors, LLC (CONSHOHOCKEN PA)
PA
12/02/2008 - 01/13/2023
APW CAPITAL, INC. (WEST CONSHOHOCKEN PA)
PA
07/13/2001 - 12/31/2008
EMERGING GROWTH EQUITIES, LTD. (KING OF PRUSSIA PA)
NY
01/04/1999 - 07/24/2001
INVESTEC PMG CAPITAL (NEW YORK NY)
PA
01/09/1989 - 01/07/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 10/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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