Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Webber is a financial professional with over 20 years of experience in the financial services industry. George is currently registered with LPL Enterprise, LLC and has been with the firm since November 2024. Prior to joining LPL Enterprise, LLC, George was employed at Pruco Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc., and Amerprise Financial Services, Inc.. George holds a Series 7, Series 24, Series 63 and Series 65 licenses and is also a Certified Financial Planner. George offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
1
2
PA
11/14/2024 - Present
LPL Enterprise, LLC (MALVERN PA)
PA
09/18/2015 - 03/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST CONSHOHOCKEN PA)
PA
03/17/2014 - 06/18/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (RADNOR PA)
PA
06/12/2007 - 11/21/2013
GWN SECURITIES INC. (WAYNE PA)
MN
05/27/1998 - 09/30/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/27/1998 - 09/30/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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