Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Vernon Caylor is a financial advisor with over 40 years of experience in the industry. George is a Registered Representative with United Planners' Financial Services Of America A Limited Partner. He has previously worked with MML Investors Services, LLC and Royal Alliance Associates, Inc. George is a Chartered Financial Consultant. He has a Series 65, Series 63, Series 7 and Series 6TO.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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.
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2
VA
02/09/2021 - Present
United Planners' Financial Services OF America A Limited Partner (LYNCHBURG VA)
VA
03/06/1990 - 02/09/2021
MML INVESTORS SERVICES, LLC (LYNCHBURG VA)
NA
02/12/1990 - 03/06/1990
MML INVESTORS SERVICES, INC.
AZ
11/19/1989 - 02/13/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/23/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/29/1986 - 05/02/1987
FINANCIAL PLANNING SERVICES - INTERNATIONAL, INC.
NA
10/29/1985 - 06/13/1986
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
03/25/1985 - 09/20/1985
AMERICAN GENERAL SECURITIES INCORPORATED
NA
10/30/1984 - 04/11/1985
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
10/05/1979 - 03/23/1982
NEL EQUITY SERVICES CORPORATION
NA
07/18/1975 - 10/07/1979
SUNCAN EQUITY SERVICES COMPANY
IA
Issued 05/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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