Unclaimed
George Raymond Poorman is a financial advisor with Quasar Distributors, LLC, registered with the state of Wisconsin and 13 other states. George has over 20 years of experience in the financial services industry. George is also a Series 7, Series 24, Series 26, and Series 66 licensed representative. Prior to joining Quasar Distributors, LLC, George worked for WELLS FARGO FUNDS DISTRIBUTOR, LLC and STRONG INVESTMENTS, INC.
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.
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.
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2
WI
08/31/2021 - Present
Quasar Distributors, LLC (Milwaukee WI)
WI
01/08/2007 - 10/25/2019
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
07/20/2000 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 08/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/16/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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