George Messier, financial advisor Woodbury CT
63 score

George Messier

CRD Number: 1005894
Current Firm: Great Heritage Investments, LLC

George Messier (CRD# 1005894) is an Investment Advisor Representative working at Great Heritage Investments, LLC in Woodbury, CT and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Great Heritage Investments, LLC Woodbury, CT May 2017 - Current < 1
Wells Fargo Clearing Services, LLC Glastonbury, CT Mar 2011 - Jun 2017 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Glastonbury, CT Mar 1994 - Mar 2011 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Jun 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for George H. Messier
Phone Number: (203) 217-2652
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT

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BADGES
63

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