Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John George is a financial advisor registered in Massachusetts with Integrated Wealth Concepts LLC. William has been in the financial industry since 1995 and has experience in portfolio management for individuals and financial planning. William also provides pension consulting and selection of other advisors. William's previous employers include Lincoln Financial Advisors Corporation, MetLife Securities Inc., and New England Securities.
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.
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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MA
08/09/2024 - Present
Integrated Wealth Concepts LLC (WORCESTER MA)
MA
03/11/2015 - 10/25/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
MA
01/02/2015 - 03/12/2015
METLIFE SECURITIES INC. (WELLESLEY MA)
MA
04/24/2002 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
MA
11/16/1998 - 04/19/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
WI
02/27/1995 - 11/17/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/27/1995 - 11/17/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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