Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Spencer Sellers is a financial advisor with over 40 years of experience in the industry. Currently, George is registered with UBS Financial Services Inc. and is located in Walnut Creek, California. George has held previous positions with PAINE, WEBBER, JACKSON & CURTIS INCORPORATED and MITCHUM, JONES & TEMPLETON INCORPORATED. George holds the Series 1, 5, 7, 63, SIE and PC licenses and specializes in helping individuals, corporations and other businesses, charitable organizations, and high-net-worth individuals.
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.
See schedule d - miscellaneous
1
2
CA
01/31/1980 - Present
UBS Financial Services Inc. (WALNUT CREEK CA)
NA
08/27/1973 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
02/05/1971 - 08/31/1973
MITCHUM, JONES & TEMPLETON INCORPORATED
BC
Issued 03/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 07/03/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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