George Smith

Principal, Financial Advisor @Vantage Financial Group, Inc

Independence, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 1993 — Present

Principal, Financial Advisor @Vantage Financial Group, Inc

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Cleveland, OH, US

Financial, Investment and Insurance planning and counseling. Retirement income planning, debt management and estate planning. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services also offered through Vantage Financial Group, Inc, a Registered Investment Advisor. Cetera is under separate ownership from any other names entity. Branch Office: 6200 Rockside Road, Cleveland, Oh 44131, 21••••••78

EDUCATION

1978 — 1982

Heidelberg University

Bachelor of Arts, Business Administration

1984 — 1988

Weatherhead School of Management at Case Western Reserve University

MBA, Business Administration

1974 — 1978

Elyria Catholic HS

College Prep

SKILLS

Financial PlannersInsurance PlanningRetirement PlanningInvestment PlanningFinanceFinancial GoalsComprehensive Financial PlanningEstate PlanningSmall BusinessInsuranceInvestments

ABOUT GEORGE SMITH

Prior to joining Vantage Financial group in October, 1993 I spent 10 years in banking.…

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