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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Wesley Martin is a financial advisor with Mariner Wealth located in New Albany, Indiana. George has been in the industry for over 29 years. George holds Series 6, 7, 24, 63 and 65 licenses. George is a Certified Financial Planner. George also has a current registration with the state of Florida, Indiana and Kentucky. George specializes in portfolio management, financial planning, and pension consulting. George has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Family office 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.
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IN
02/01/2019 - Present
Mariner Wealth (NEW ALBANY IN)
IN
02/13/2009 - 10/16/2018
TRIAD ADVISORS LLC (NEW ALBANY IN)
IN
05/02/1990 - 02/17/2009
PRUCO SECURITIES, LLC. (NEW ALBANY IN)
NJ
05/02/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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