Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Fellows is an investment advisor representative with Oppenheimer & Co. Inc. and has been in the industry since November 1983. George is registered with the Securities and Exchange Commission and is a member of FINRA. George has experience working at a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Dean Witter Reynolds Inc., Advest, Inc., Altman, Brenner & Wasserman, Inc., and Drexel Burnham Lambert Incorporated. George specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
06/03/2016 - Present
Oppenheimer & Co. Inc. (WASHINGTON DC)
DC
02/02/2007 - 11/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
DC
02/24/1994 - 02/12/2007
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
08/08/1989 - 02/18/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/03/1989 - 05/10/1989
ADVEST, INC.
NA
08/22/1986 - 01/03/1989
ALTMAN, BRENNER & WASSERMAN, INC.
NA
05/26/1983 - 08/05/1986
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 02/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/05/1985
Series 3 - National Commodity Futures Examination
BC
Issued 06/13/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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