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Investment Advisor
License Description Financial counselors advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Their duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Licensing Agency
Georgia Office of Secretary of State - Securities Division
Georgia Office of Secretary of State - Securities Division
237 Coliseum Drive
Macon, GA 31217-3858
(478) 207 2440
Active Status No new Licenses
Certification Certification required
Education Specific course required
Exam Third-party exam required
License Type Register with licensing agency
License Updated 09/10/2024

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