Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Taylor Hubbard is an investment advisor representative with Cerity Partners LLC. George has over 30 years of experience in the financial industry. George is registered with the state of Connecticut and is currently registered as an investment adviser in New York and Wyoming. George's experience includes working with clients in the following areas: business development companies, charitable organizations, corporations, individuals, pension and profit sharing plans, pooled investment vehicles, and state and municipal government entities. George has a strong track record of success in providing investment advice and financial planning services.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/17/2024 - Present
Cerity Partners LLC (NEW YORK NY)
NY
09/28/1998 - 02/29/2000
BELLE HAVEN INVESTMENTS, L.P. (RYE BROOK NY)
NY
10/28/1992 - 07/30/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/20/1990 - 07/14/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
11/22/1983 - 04/11/1990
CS FIRST BOSTON CORPORATION (NEW YORK NY)
IA
Issued 06/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/09/1985
Series 4 - Registered Options Principal Examination
BC
Issued 12/09/2012
Series 3 - National Commodity Futures Examination
BC
Issued 02/07/1984
Series 5 - Interest Rate Options Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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