Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Scott Wray is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Fort Wayne, Indiana. George has been in the financial services industry since March 7, 1982. George has a strong background in financial advising and has held positions at Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. George is a Series 63 and 65 licensed investment advisor and also holds Series 7, 15 and SIE licenses. George is registered to provide investment advice in 20 states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
04/12/2022 - Present
Cambridge Investment Research Advisors, Inc. (Fort Wayne IN)
AL
01/09/2009 - 03/24/2022
WELLS FARGO CLEARING SERVICES, LLC (GULF SHORES AL)
IN
07/31/1993 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NY
02/25/1982 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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