Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Case is a financial advisor registered with LPL Enterprise, LLC, and has been in the industry since 2023. George is licensed to provide financial advice in South Carolina and a number of other states, including Florida, Arizona and North Carolina. George is also licensed to provide investment advice in South Carolina. George has passed the Series 63, Series 65, Series 7 and SIE exams. George offers a range of services including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
SC
11/14/2024 - Present
LPL Enterprise, LLC (MT. PLEASANT SC)
SC
05/24/2023 - 10/31/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPARTANBURG SC)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure George Case is the right advisor for you? Invested Better is here to help.
