Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Patterson Fraser is a financial advisor with over 30 years of experience in the industry. George has a wide range of experience in various firms including U.S. Bancorp Piper Jaffray Inc., Dean Witter Reynolds Inc., McDonald Investments Inc., Citigroup Global Markets Inc., Morgan Stanley Smith Barney, LPL FINANCIAL LLC, and TRIAD ADVISORS LLC. George has expertise in financial planning, portfolio management, pension consulting, and educational seminars. George is currently registered with Osaic Wealth, Inc. and offers services to individuals, businesses, 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.
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.
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.
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AZ
08/23/2024 - Present
Osaic Wealth, Inc. (Scottsdale AZ)
AZ
01/02/2019 - 08/23/2024
TRIAD ADVISORS LLC (Scottsdale AZ)
AZ
08/26/2011 - 12/31/2018
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
06/01/2009 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (PHOENIX AZ)
AZ
12/18/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)
AZ
02/16/2001 - 01/12/2007
MCDONALD INVESTMENTS INC. (PHOENIX AZ)
MN
12/19/1997 - 03/05/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
04/21/1993 - 01/09/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 04/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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