Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgette? Claim Your ProfileGeorgette Duleba is a financial advisor at D.A. Davidson & Co. with over 19 years of experience in the financial services industry. Georgette is a registered representative in Washington and Texas and offers a range of services including financial planning, portfolio management, and educational seminars. Georgette has held prior positions at U.S. Bancorp Investments, Inc., The Leaders Group, Inc., Cetera Investment Services LLC, and Capital Brokerage Corporation.
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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WA
09/03/2019 - Present
D.a. Davidson & Co. (EVERETT WA)
WA
09/30/2015 - 08/15/2019
U.S. BANCORP INVESTMENTS, INC. (MOUNT VERNON WA)
CO
07/31/2015 - 09/25/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
WA
08/14/2012 - 08/26/2013
CETERA INVESTMENT SERVICES LLC (SEATTLE WA)
VA
09/12/2007 - 01/16/2008
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
WA
09/01/2005 - 02/22/2007
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
NM
09/22/2004 - 09/09/2005
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
MA
03/26/2002 - 09/27/2004
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
07/12/1999 - 03/27/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
10/09/1997 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 12/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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