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 Shirley is a financial advisor with Steward Partners Investment Advisory, LLC. George has been in the financial services industry since 1997 and has held numerous registrations and licenses over that time. George is a Certified Financial Planner and specializes in providing financial planning, investment management, and retirement planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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DC
04/01/2021 - Present
Steward Partners Investment Advisory, LLC (WASHINGTON DC)
DC
03/16/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
DC
01/16/2008 - 03/18/2016
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
VA
01/13/2006 - 01/28/2008
SUNTRUST INVESTMENT SERVICES, INC. (VIENNA VA)
DC
11/03/1997 - 01/11/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (WASHINGTON DC)
IA
Issued 08/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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