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 Truitt is a financial professional who has been in the industry for over 23 years. George is currently registered with Geneos Wealth Management, Inc. and holds multiple licenses including Series 7, 24, 53, and 63. George has experience working with various types of clients including corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. George's previous experience includes working at ROYAL ALLIANCE ASSOCIATES, INC. in Fort Worth, Texas. George is a dedicated professional who is committed to providing clients with the highest level of service and expertise.
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
CO
04/19/2007 - Present
Geneos Wealth Management, Inc. (Englewood CO)
TX
05/03/2000 - 05/03/2007
ROYAL ALLIANCE ASSOCIATES, INC. (FT WORTH TX)
BC
Issued 05/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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