Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Sugden is a financial advisor with Sugden Wealth Management, LLC. George is a Certified Financial Planner and has been in the industry since 2010. George is registered with the state of Colorado and holds the Series 7 and Series 66 licenses. George works primarily with high-net-worth individuals, providing financial planning and portfolio management services. Prior to joining Sugden Wealth Management, LLC, George was affiliated with Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CO
01/01/2013 - Present
Sugden Wealth Management, LLC (DENVER CO)
CO
12/14/2011 - 10/01/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
02/05/2010 - 11/10/2011
MORGAN STANLEY SMITH BARNEY (DENVER CO)
BOTH
Issued 03/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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