Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Zobian is an investment advisor representative currently affiliated with Osaic Wealth, Inc. and is based in Scottsdale, Arizona. George has been in the financial industry for over 15 years and holds licenses and registrations in multiple states. George has a strong background in providing financial advice and services to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. George is committed to providing personalized financial advice and services to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MI
07/22/2010 - 01/09/2019
QUESTAR CAPITAL CORPORATION (UTICA MI)
MI
01/30/2009 - 08/04/2010
PROEQUITIES, INC. (TROY MI)
IA
Issued 07/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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