Unclaimed
Pierre Steven George is an investment advisor representative at Cetera Investment Advisers LLC. Pierre has been working in the financial services industry for over 10 years, starting with Morgan Stanley. Pierre is registered with FINRA and has a Series 6, 7, 63, and 66. Pierre also holds a Series SIE license. Cetera Investment Advisers LLC provides investment advisory services to individuals, high-net-worth individuals, corporations, and other businesses. The firm also provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
1
2
AL
08/01/2023 - Present
Cetera Investment Advisers LLC (HUNTSVILLE AL)
MS
07/17/2014 - 03/11/2015
MORGAN STANLEY (RIDGELAND MS)
IL
08/14/2013 - 01/14/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 09/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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