Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Grewe is an investment advisor representative with Chapin, Davis based in TIMONIUM, MD. George has been in the industry since 1994. George holds a Series 7, Series 63, Series 24, and SIE licenses. George also has a Uniform Investment Adviser Law Examination license (Series 65). George has been registered with the Securities and Exchange Commission since 2008. George's firm Chapin, Davis is also registered with the SEC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
MD
04/24/2008 - Present
Chapin, Davis (Pheonix MD)
MD
01/04/1999 - 04/28/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (PHOENIX MD)
FL
09/05/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
03/28/1995 - 09/05/1995
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NJ
05/11/1994 - 03/16/1995
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
IA
Issued 02/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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