Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Jankiewicz is a financial advisor with United Planners' Financial Services of America A Limited Partner, a firm with over $1 billion in assets under management. George has been a registered advisor for over 25 years and holds the Series 6, 7, 63, and 65 licenses. He also has a Certified Financial Planner designation. His experience includes working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. George provides a variety of financial planning services, including retirement planning, investment management, college savings planning, and estate planning. He also offers educational seminars and provides referrals to other professionals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/13/2008 - Present
United Planners' Financial Services OF America A Limited Partner (HUNT VALLEY MD)
MD
08/14/2006 - 06/13/2008
CG BROKERAGE L.L.C. (TIMONIUM MD)
OH
11/12/2001 - 10/10/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NE
10/17/1994 - 02/04/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 04/02/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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