Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Hoos is a financial advisor with over 30 years of experience in the industry. George is currently registered with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial Services, Inc., Morgan Stanley, Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., Jesup & Lamont Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George holds a Series 7, Series 63, and Series 65 license. George specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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
FL
11/07/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
FL
04/30/2021 - 05/22/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bradenton FL)
FL
02/15/2013 - 05/13/2021
MORGAN STANLEY (SARASOTA FL)
FL
05/23/2005 - 02/19/2013
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
NY
11/24/2000 - 05/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/29/1996 - 11/28/2000
JESUP & LAMONT SECURITIES CORPORATION (NEW YORK NY)
NY
12/01/1993 - 11/21/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/23/1993 - 11/01/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 01/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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