Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Richard Gay is an investment advisor representative with First Affirmative Financial Network LLC. George has been in the industry for over 30 years and is registered with the state of Colorado. George specializes in financial planning, portfolio management, and educational seminars. He is also a Certified Financial Planner. Prior to joining First Affirmative Financial Network LLC, George worked at Walnut Street Securities, Inc., First Affirmative Financial Network, Inc., and Anchor National Financial Services, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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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2
CO
08/12/1999 - Present
First Affirmative Financial Network LLC (COLORADO SPRINGS CO)
CA
01/02/1990 - 12/31/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/22/1988 - 01/02/1990
FIRST AFFIRMATIVE FINANCIAL NETWORK, INC.
NA
10/19/1983 - 01/20/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 05/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/27/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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