Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge William Crim is a financial professional with over 30 years of experience in the industry. George is currently registered with Concourse Financial Group Securities, Inc., and is actively involved in providing financial services to a wide range of clients. George has previously worked with several other firms, including Stifel, Nicolaus & Company, Incorporated, Butler, Wick & Co., Inc., Advest, Inc., Franklin Financial Services Corporation, and MML Investors Services, Inc. Over the years, he has built a solid reputation for providing personalized and comprehensive financial advice. In addition to his registration with Concourse Financial Group Securities, Inc., George is also licensed in multiple states, including Florida, New York, Ohio, Pennsylvania, Virginia, Washington, and West Virginia. George has a deep understanding of the financial markets and a commitment to helping clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/10/2017 - Present
Concourse Financial Group Securities, Inc. (Steubenville OH)
OH
03/10/2009 - 07/17/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (STEUBENVILLE OH)
OH
12/02/2005 - 03/10/2009
BUTLER, WICK & CO., INC. (STEUBENVILLE OH)
OH
02/04/1993 - 12/21/2005
ADVEST, INC. (STEUBENVILLE OH)
TX
05/17/1990 - 06/10/1992
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
MA
12/05/1988 - 08/19/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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