Emily GeorgeCRD Number: 5917521
Current Firm: Ubs Financial Services Inc.
Emily George (CRD# 5917521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Ubs Financial Services Inc.||St. Louis, MO||Oct 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Clayton, MO||Feb 2014 - Oct 2015||1|
|Northwestern Mutual Investment Services, LLC||Chesterfield, MO||Sep 2013 - Feb 2014||< 1|
|Myron C. Henley||Chesterfield, MO||Aug 2013 - Sep 2013||< 1|
|University Of Missouri-columbia||Columbia, MO||Aug 2009 - May 2013||3|
|Alpine Shop||Columbia, MO||Jun 2012 - Apr 2013||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||May 2011 - Jan 2013||1|
|Carla Johns||Columbia, MO||Jan 2011 - May 2011||< 1|
|Bleu Restaurant And Wine Bar||Columbia, MO||Feb 2010 - Feb 2011||1|
|Thompson Home Center||Vandalia, IL||May 2007 - Aug 2010||3|
|Vandalia Dane And Tumbling Academy||Vandalia, IL||Aug 2005 - May 2009||3|
|Vandalia Community High School||Vandalia, IL||Feb 2004 - May 2009||5|
|Dairy Queen||Vandalia, IL||May 2007 - Oct 2007||< 1|
|Vandalia Community High School||Vandalia, IL||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV