Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Engel George is a financial advisor with over 30 years of experience in the industry. Mark is registered with Heritage Asset Managers, Inc. and has a long history of providing investment advice to individuals, corporations, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio consultation
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.
Percentage of assets for consult only accounts
1
2
AR
05/15/2018 - Present
Heritage Asset Managers, Inc. (NORTH LITTLE ROCK AR)
NY
05/27/1994 - 04/06/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/22/1986 - 05/31/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/23/1981 - 03/20/1986
STEPHENS, INC.
BC
Issued 03/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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