Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjay? Claim Your ProfileSanjay George is a financial advisor with over 9 years of experience in the industry. Sanjay currently holds a Series 66 and Series 7 licenses and is registered with the state of Texas as an Investment Advisor Representative for Corient. Sanjay has previous experience working at Rockefeller Financial LLC, Raymond James & Associates, Inc. and Deutsche Bank Securities Inc., providing financial advice to high-net-worth individuals, corporations and other businesses, charitable organizations, insurance companies, and pooled investment vehicles. Sanjay's experience spans various aspects of financial planning, portfolio management, and investment advisory services. Sanjay specializes in providing investment advice and financial planning services to a wide range of clients.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
01/19/2024 - Present
Corient (Houston TX)
TX
05/22/2020 - 02/15/2024
ROCKEFELLER FINANCIAL LLC (Houston TX)
TX
09/06/2016 - 05/27/2020
RAYMOND JAMES & ASSOCIATES, INC. (Houston TX)
TX
06/01/2015 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (HOUSTON TX)
BOTH
Issued 07/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sanjay George is the right advisor for you? Invested Better is here to help.
