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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Olliff is an active broker and investment advisor representative with Morgan Stanley. George joined Morgan Stanley in June 2009, having previously been employed with CITIGROUP GLOBAL MARKETS INC. George is licensed to sell securities in 38 states and is also registered as an investment advisor in Florida, Georgia, and Texas. George has been in the financial services industry since 1999 and has a strong track record of success. George holds the Series 7, Series 63, and Series 65 licenses, along with the SIE exam.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/27/2015 - Present
Morgan Stanley (Pensacola FL)
FL
12/10/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PENSACOLA FL)
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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