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 Veater is a financial professional with over 35 years of experience in the industry. George is currently registered with Osaic Wealth, Inc. and has previously held registrations with SAGEPOINT FINANCIAL, INC., LPL FINANCIAL LLC, SIGMA FINANCIAL CORPORATION, APEX CAPITAL, L.L.C., EAST - WEST CAPITAL CORPORATION, NORTH AMERICAN MANAGEMENT, INC. and PFS INVESTMENTS INC. George is a licensed investment advisor representative and holds FINRA Series 6, 7, 26, 63 and 65 licenses, as well as the SIE exam. George provides a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (FRESNO CA)
CA
11/05/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FRESNO CA)
CA
10/19/2012 - 11/11/2020
LPL FINANCIAL LLC (FRESNO CA)
CA
10/29/1998 - 10/22/2012
SIGMA FINANCIAL CORPORATION (FRESNO CA)
MI
11/06/1997 - 11/09/1998
APEX CAPITAL, L.L.C. (HARPER WOODS MI)
NA
11/07/1995 - 12/18/1997
EAST - WEST CAPITAL CORPORATION
SD
05/13/1993 - 12/31/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
05/13/1986 - 04/27/1993
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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