Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Swantner is a financial professional with over 40 years of experience in the industry. George is a Registered Representative and Investment Advisor Representative and is currently affiliated with Osaic Wealth, Inc. George is also a licensed Investment Advisor in the state of Texas. He is committed to providing his clients with personalized financial guidance and investment strategies.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (BROWNSVILLE TX)
TX
10/26/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BROWNSVILLE TX)
TX
07/06/1994 - 11/12/2020
SECURIAN FINANCIAL SERVICES, INC. (BROWNSVILLE TX)
NA
08/02/1976 - 07/11/1994
G. R. PHELPS & CO., INC.
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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