Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Steven Feys is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. with over 28 years of experience in the industry. George is a Series 63, 65, 7, 9 and 10 licensed professional. In addition to his current role, George has held previous positions at Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and First Union Capital Markets Corp.. George holds active registrations in 25 states including Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
03/14/2020 - Present
Raymond James Financial Services Advisors, Inc. (BEALLSVILLE MD)
MD
04/02/2007 - 03/17/2008
MORGAN STANLEY & CO., INCORPORATED (BETHESDA MD)
MD
08/13/2004 - 04/02/2007
MORGAN STANLEY DW INC. (BETHESDA MD)
NY
03/22/1999 - 08/24/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NC
03/02/1994 - 04/16/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 03/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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