Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Smith is a financial professional with over 10 years of experience in the financial services industry. George is currently registered with Avantax Investment Services, Inc. and holds Series 6, 63, and SIE licenses. George has previously worked with Investment Distributors, Inc., Securian Financial Services, Inc., The Leaders Group, Inc., and Nationwide Investment Services Corporation. George has a strong background in investment company products and variable contracts.
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.
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.
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2
TX
02/05/2024 - Present
Avantax Investment Services, Inc. (DALLAS TX)
AL
03/17/2023 - 01/22/2024
INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)
TX
08/16/2021 - 03/14/2023
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
MN
10/15/2019 - 04/07/2021
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
CO
07/19/2018 - 07/15/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
OH
01/11/2013 - 01/03/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 01/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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