Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph George is a registered representative with Hornor, Townsend & Kent, LLC. James has been in the financial services industry since 2001. James has a Series 7, Series 63 and Series 65 licenses. James is also a Certified Public Accountant (CPA) and provides tax services in addition to financial services. James has been associated with Hornor, Townsend & Kent since June of 2004. In addition to being a CPA, James has experience in insurance sales and services as an agent for multiple carriers including Penn Mutual Life Insurance Company. James has worked with a number of clients including high-net-worth individuals, corporations, and pension plans. James specializes in financial planning, portfolio management, and pension consulting.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
06/22/2004 - Present
Hornor, Townsend & Kent, LLC (PITTSBURGH PA)
MN
05/22/2002 - 06/15/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
SC
06/22/2001 - 05/08/2002
HARVEST FINANCIAL CORPORATION (FORT MILL SC)
IA
Issued 07/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James George is the right advisor for you? Invested Better is here to help.
