Unclaimed
George Nagel is a financial advisor with over 40 years of experience in the industry. George is currently registered with Osaic Wealth, Inc. and has previously been registered with several other firms including FFP Securities, Inc., Walnut Street Securities, Inc., and Financial Planning Consultants, Inc. George is a Certified Financial Planner and holds several licenses including Series 7, 24 and 63. George's experience and qualifications make him a valuable resource for clients seeking financial guidance. George specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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
MO
01/27/2009 - Present
Osaic Wealth, Inc. (ST. CHARLES MO)
MO
01/03/1990 - 10/11/1995
FFP SECURITIES, INC. (CHESTERFIELD MO)
CA
09/07/1988 - 01/04/1990
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
02/19/1981 - 09/14/1988
FINANCIAL PLANNING CONSULTANTS, INC.
NA
08/20/1980 - 03/23/1981
DOMINICK & DOMINICK, INCORPORATED
NA
08/01/1979 - 06/14/1980
IDS LIFE INSURANCE COMPANY
NA
08/01/1979 - 06/14/1980
IDS MARKETING CORPORATION
NA
08/01/1979 - 06/14/1980
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 08/11/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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