Unclaimed
George William Batyko is a financial advisor at Wells Fargo Clearing Services, LLC in Pittsburgh, PA. George has over 40 years of experience in the financial industry, beginning his career in 1980. George is a Registered Representative and Investment Advisor Representative in Pennsylvania and South Carolina. George also holds Series 7, 24, 63, and 65 licenses. George's specializations include retirement planning, college savings, estate planning, and insurance. George is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
1
2
PA
04/23/2018 - Present
Wells Fargo Clearing Services, LLC (PITTSBURGH PA)
NY
11/23/1987 - 11/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/12/1982 - 12/11/1987
KIDDER, PEABODY & CO. INCORPORATED
NA
07/24/1980 - 05/26/1982
THOMAS & COMPANY, INC.
IA
Issued 11/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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