Unclaimed
George Robert Myers has been in the financial services industry since 1994. George is currently registered with Money Concepts Capital Corp. in Tennessee and Florida. George is also a registered Investment Advisor Representative in Tennessee. Previously George has worked for The O.N. Equity Sales Company, Park Avenue Securities LLC, Guardian Investor Services Corporation, A. G. Edwards & Sons, Inc. and Prudential Securities Incorporated. George has passed the Series 63, Series 65, Series 7 and SIE exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
06/18/2015 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
TN
03/02/2005 - 12/31/2006
THE O.N. EQUITY SALES COMPANY (BRENTWOOD TN)
NY
05/03/1999 - 03/07/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/13/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MO
05/16/1995 - 11/14/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/29/1992 - 05/11/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TN
09/20/1988 - 07/13/1992
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 04/28/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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