Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Paul Cumbest is an investment advisor representative for Osaic Wealth, Inc. George has been in the financial services industry since December 1998. George holds Series 7, 24, 63, and 65 licenses and has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
1
2
MS
06/14/2024 - Present
Osaic Wealth, Inc. (OCEAN SPRINGS MS)
MS
12/07/2017 - 06/14/2024
SECURITIES AMERICA, INC. (OCEAN SPRINGS MS)
MS
07/01/2015 - 12/08/2017
SII INVESTMENTS, INC. (BILOXI MS)
MS
04/23/2010 - 07/10/2015
LPL FINANCIAL LLC (BILOXI MS)
AL
08/16/2004 - 04/23/2010
MORGAN KEEGAN & COMPANY, INC. (MOBILE AL)
TN
06/16/2003 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MO
12/03/1998 - 06/03/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure George Cumbest is the right advisor for you? Invested Better is here to help.
