Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Sturdevant Wanamaker is a financial advisor with over 40 years of experience in the industry. George has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. George is a Certified Financial Planner and holds multiple FINRA licenses, including Series 3, 4, 7, 24, 52, 53, 63, and 65. George is registered with the Securities and Exchange Commission (SEC) and in over 35 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.
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.
Investment consulting services to institutional clients
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
TX
09/30/2013 - Present
Wells Fargo Clearing Services, LLC (GEORGETOWN TX)
TX
07/08/1988 - 10/03/2013
SOUTHWEST SECURITIES, INC. (GEORGETOWN TX)
NA
06/13/1988 - 12/31/1996
SOUTHWEST SECURITIES, INC.
NA
07/24/1984 - 06/22/1988
RAUSCHER PIERCE REFSNES, INC.
NA
08/24/1983 - 07/24/1984
A. G. EDWARDS & SONS, INC.
IA
Issued 12/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/04/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1992
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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