Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Robert Schmelzle is an investment advisor representative with First Trust Advisors LP. George has been working in the financial services industry since 2015 and is registered in Florida. George is a Series 65 licensed individual, having passed the Uniform Investment Adviser Law Examination in June 2023. George has experience working with various clients, including investment companies, pooled investment vehicles, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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FL
11/06/2024 - Present
First Trust Advisors LP (NAPLES FL)
IA
Issued 06/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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