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George D Wilson Jr

Investment Adviser Representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Winter Park, FLCRD #1723220Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
States Registered
2 states
Exams Passed
12

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

George D. Wilson has worked in the securities industry since 1989. They have passed the Series 65, 63, 53, 52, 24, 10, 9, 8, 7, 4, and 3 examinations. They are registered to provide investment advisory services in Florida and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/27/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 9/11/1987
Series 52
Municipal Securities Representative Examination
Passed 8/20/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 10/17/2011
Series 7
General Securities Representative Examination
Passed 8/15/1987
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 53
Municipal Securities Principal Examination
Passed 8/18/2009
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 5/17/1991
Series 4
Registered Options Principal Examination
Passed 5/19/1989
Series 24
General Securities Principal Examination
Passed 2/10/1989

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Merrill Lynch, Pierce, Fenner & Smith Incorporated Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
8/21/2024Winter Park, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
8/20/2024Maitland, FL
MORGAN STANLEY
7/21/20157/30/2024Orlando, FL
SUNAMERICA SECURITIES, INC.
2/13/200311/3/2003Mount Dora, FL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. George D Wilson Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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George D Wilson Jr - Financial Advisor in Winter Park, FL | AdvisorFinder