Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Wayne Lollis is a financial advisor who has been in the industry since 1986. George Wayne Lollis is registered with Prospera Financial Services, Inc. and is licensed in several states. George Wayne Lollis has a broad range of experience in the financial services industry, including experience working with individuals, corporations, and trusts. George Wayne Lollis is also a managing partner of a family partnership involved in real estate investments.
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.
Percentage of assets under review
1
2
TX
01/21/2004 - Present
Prospera Financial Services, Inc. (DALLAS TX)
NJ
04/17/1999 - 12/04/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/05/1990 - 03/31/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
01/30/1990 - 10/31/1990
IFP, INCORPORATED (DALLAS TX)
NA
11/12/1984 - 01/23/1988
WPRC SECURITIES, INC.
NA
11/18/1983 - 03/27/1984
MGA SECURITIES CORPORATION
BOTH
Issued 07/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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