Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgia? Claim Your ProfileGeorgia Adams is a financial professional with over 20 years of experience in the industry. She has a strong background in securities, holding both Series 7 and Series 66 licenses. Georgia is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and specializes in providing financial planning and portfolio management services to a wide range of clients, including individuals and businesses. Previously, Georgia was a registered representative with Fidelity Brokerage Services LLC and Allstate Financial Services, LLC. She has also held positions with Northwestern Mutual Investment Services, LLC, Equinox Group Distributors, LLC, ING Funds Distributor, LLC, Old Mutual Investment Partners, JPMorgan Distribution Services, Inc., J.P. Morgan Institutional Investments Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
07/07/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
03/25/2021 - 02/01/2024
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
11/26/2019 - 02/24/2021
ALLSTATE FINANCIAL SERVICES, LLC (Dallas TX)
TX
06/18/2015 - 07/19/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALLEN TX)
NY
10/06/2009 - 09/12/2013
EQUINOX GROUP DISTRIBUTORS, LLC (NEW YORK NY)
CT
06/03/2008 - 11/05/2008
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
MA
05/26/2006 - 11/21/2007
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
CA
01/01/2005 - 03/20/2006
JPMORGAN DISTRIBUTION SERVICES, INC. (SAN FRANCISCO CA)
NY
11/09/2004 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
05/31/2002 - 02/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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