Georgeanne Aist
CRD Number: 2695469Current Firm: Prudential Financial Planning Services
Compensation Model: Both
Georgeanne Aist (CRD# 2695469) is a Wealth Planning Specialist working at Aist Wealth Planning in Waldorf, MD and has over 14 years of experience in the finance industry and over 22 years in the protection and planning industry.
Helping You Plan for the Certainty of Uncertainty. Life Happens. Plan for It!
- Helping You Protect Your Wealth
- Comprehensive Financial Planning Services
- Executive Benefit Coordination
- Business Succession Planning
- Tax Reduction Strategies
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Aist Wealth Planning is not an affiliate of Lincoln Financial Advisors Corp. CRN-1542459-070816
CRD# 4092356
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Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pruco Securities, LLC | Charlotte Hall, MD | May 2021 - Current | 2 |
Prudential Insurance Company Of America | Charlotte Hall, MD | May 2021 - Current | 2 |
Lincoln Financial Advisors | Waldorf, MD | Nov 2015 - May 2021 | 5 |
Infinex Investments, Inc. | La Plata, MD | May 2012 - Nov 2015 | 3 |
Community Bank Of Tri-county | La Plata, MD | May 2012 - Oct 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2002 |
S65 | NASAA Investment Advisors Law Examination | Jun 2002 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- MD
- SC
- TX
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Georgeanne Aist is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Aist Wealth Planning is not an affiliate of Lincoln Financial Advisors Corp.
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