Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Hook is an investment advisor representative at Osaic Wealth, Inc. and has over 24 years of experience in the financial services industry. George holds Series 66 and Series 7 licenses and is also a registered investment advisor. George has worked with Securities America, Inc. and Arbor Point Advisors in the past. George offers investment and advisory services through his firm Osaic Wealth, Inc. and also has a long-term care and property and casualty insurance agency.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (Bellevue WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Bellevue WA)
WA
12/21/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Bellevue WA)
WA
11/29/2005 - 12/22/2017
FSIC (BELLEVUE WA)
LA
07/15/2002 - 11/29/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
TN
07/15/1999 - 07/05/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 08/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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