Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Thomas Zelenak is a financial advisor who has been in the industry since 1989. George is currently registered with Ameriprise Financial Services, LLC in Olympia, Washington. George is also registered with the state of Washington as an investment advisor representative. George has passed the Series 63, Series 7 and SIE exams. George has prior experience with IDS LIFE INSURANCE COMPANY. George has experience with a variety of client types including individuals, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. George offers financial planning, asset allocation services, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation 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.
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2
WA
09/11/1989 - Present
Ameriprise Financial Services, LLC (OLYMPIA WA)
MN
08/22/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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