Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Paullard West is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. George has been in the industry since March 15, 1995, and has a history of working with both UBS Financial Services Inc. and J.C. Bradford & Co. George is registered in 18 states. George specializes in working with individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
1
2
AL
05/22/2015 - Present
Wells Fargo Advisors Financial Network, LLC (BIRMINGHAM AL)
AL
08/14/2000 - 06/02/2015
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
NY
03/16/1995 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 05/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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