Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Woldseth is a financial professional with over 20 years of experience in the industry. George has a strong track record of success in providing financial advice and investment management services to individuals and families. George currently holds the Series 6 and Series 63 licenses and the SIE exam. George currently works with Transamerica Capital, Inc. and has previously worked with Mutual of America Life Insurance Company, Mutual of America Securities LLC, State Farm VP Management Corp., Transamerica Investors Securities Corporation, Superior Financial Services, INC. and Thrivent Investment Management Inc. George is committed to providing personalized financial solutions to meet the unique needs of each client.
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.
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.
1
2
IA
02/16/2021 - Present
Transamerica Capital, Inc. (CEDAR RAPIDS IA)
FL
12/07/2016 - 05/03/2019
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TAMPA FL)
FL
12/07/2016 - 05/03/2019
MUTUAL OF AMERICA SECURITIES LLC (TAMPA FL)
IL
08/10/2016 - 12/05/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
FL
07/29/2015 - 06/02/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
WI
02/12/2009 - 12/31/2013
SUPERIOR FINANCIAL SERVICES,INC. (WATERTOWN WI)
WI
03/11/1998 - 02/05/2009
THRIVENT INVESTMENT MANAGEMENT INC. (WATERTOWN WI)
BC
Issued 03/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure George Woldseth is the right advisor for you? Invested Better is here to help.
