Unclaimed
George Lawer is a financial advisor who has been in the industry since 2002. George is currently registered with Wells Fargo Clearing Services, LLC, where George has been employed since 2016. Prior to joining Wells Fargo Clearing Services, LLC, George worked at Questar Capital Corporation from 2015 to 2016, Wells Fargo Advisors, LLC from 2014 to 2015, Park Avenue Securities LLC from 2013 to 2013, Wells Fargo Advisors, LLC from 2011 to 2011, Wells Fargo Investments, LLC from 2004 to 2011, American Express Financial Advisors Inc. from 2003 to 2004, IDS Life Insurance Company from 2003 to 2004, RBC Dain Rauscher Inc. from 2002 to 2003, Strong Investments, Inc. from 1999 to 2001, Ziegler Thrift Trading, Inc. from 1999 to 1999, and Lutheran Brotherhood Securities Corp. from 1999 to 1999. George holds Series 6, 7 and 63 licenses and the SIE exam.
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
MN
07/29/2016 - Present
Wells Fargo Clearing Services, LLC (WAYZATA MN)
MN
06/23/2015 - 04/22/2016
QUESTAR CAPITAL CORPORATION (ST LOUIS PARK MN)
MN
06/24/2014 - 06/19/2015
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
01/23/2013 - 03/12/2013
PARK AVENUE SECURITIES LLC (MINNEAPOLIS MN)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
10/04/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
02/10/2003 - 09/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/10/2003 - 09/22/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/29/2002 - 02/07/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
WI
11/01/1999 - 11/05/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
MN
03/25/1999 - 11/01/1999
ZIEGLER THRIFT TRADING, INC. (MINNEAPOLIS MN)
MN
02/26/1999 - 03/12/1999
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 05/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1999
Series 6 - Investment Company Products/Variable Contracts 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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