Unclaimed
George Parker Myers is a financial advisor who has been in the industry since November 3, 2021. Myers is currently registered with Ameriprise Financial Services, LLC. George is licensed to provide investment advice in Indiana, Florida, Michigan, Ohio, Pennsylvania, and South Carolina. George has a Series 7TO, Series 66, and a SIE license. Myers is also a board member for Myers and has been in this role since February 1, 2024. Ameriprise Financial Services, LLC is a large firm with over $1 billion in assets under management. The firm's services include financial planning, asset allocation, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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 services
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
IN
01/18/2022 - Present
Ameriprise Financial Services, LLC (Warsaw IN)
BOTH
Issued 01/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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