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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgette? Claim Your ProfileGeorgette Young is a financial advisor with Fidelity Personal And Workplace Advisors. Georgette is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Prior to joining Fidelity, Georgette worked with several other firms including Charles Schwab & Co., Inc., WAMU INVESTMENTS, INC. and EDWARD JONES. Georgette is registered to provide investment advice and securities services in 30 states, including California, Texas, and Arizona. Georgette specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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
CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (BREA CA)
CA
05/22/2008 - 06/07/2012
CHARLES SCHWAB & CO., INC. (LOS ANGELES CA)
CA
02/07/2007 - 04/21/2008
WAMU INVESTMENTS, INC. (IRVINE CA)
MN
03/22/2005 - 05/04/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MO
11/25/2003 - 06/01/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 07/21/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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