Unclaimed
George Skonberg is a financial advisor affiliated with UBS Financial Services Inc. George has been in the financial services industry since 1983 and has a broad range of experience in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. George holds a number of professional licenses and designations, including Series 7, Series 63, and Series 65. George is also a member of the Endowment Committee at The Bright School in Chattanooga.
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.
See schedule d - miscellaneous
1
2
TN
09/19/2002 - Present
UBS Financial Services Inc. (CHATTANOOGA TN)
NY
09/23/1983 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 10/01/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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