Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgianna? Claim Your ProfileGeorgianna Michelle Grimm is a financial advisor with over 20 years of experience in the industry. Currently, Georgianna is registered with Osaic Wealth, Inc. She is a licensed Series 6, 7, 24, 63 and 66 securities representative, and is also registered in Louisiana and Texas. Georgianna has a diverse background, having previously worked for a variety of firms including Prudential Annuities Distributors, Inc, Securities America, Inc., and Pruco Securities, LLC. Georgianna specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (AMARILLO TX)
TX
04/08/2024 - 06/14/2024
SECURITIES AMERICA, INC. (AMARILLO TX)
CT
03/02/2023 - 09/29/2023
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
FL
03/30/2020 - 03/21/2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Oveido FL)
NJ
05/12/2015 - 03/31/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
LA
03/24/2014 - 05/26/2015
ONEAMERICA SECURITIES, INC. (METAIRIE LA)
LA
09/21/2012 - 02/11/2014
PARK AVENUE SECURITIES LLC (METAIRIE LA)
LA
07/23/2007 - 07/19/2012
NYLIFE SECURITIES LLC (METAIRIE LA)
LA
01/21/2004 - 02/07/2007
AXA ADVISORS, LLC (NEW ORLEANS LA)
IN
02/21/2002 - 01/14/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MA
09/02/1998 - 03/11/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/02/1998 - 03/11/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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