George Herger

George Herger has a diverse work experience, starting in 2011 with a role as Client Services - Project Management and First Level Support at MIXIT USA. After that, they joined UBS Financial Services Inc. in 2014 as a Wealth Planning Analyst. In 2015, they moved to TRAFiX LLC, where they first worked as a Client Service Specialist and later became the Vice President.

George Herger has a diverse education history. In 2014, they attended the College for Financial Planning and obtained the AWMA® (Accredited Wealth Management Advisor SM) certification, specializing in Wealth Management. Prior to that, from 2007 to 2011, they studied at Fordham University's College of Business Administration, earning a Bachelor of Science degree in Applied Accounting and Finance. It is unclear whether they obtained any certifications from Series 66 or Series 7, as the obtained month and year are not provided. Additionally, George Herger's education prior to Fordham University is unknown, as there is a mention of a school called Chaminade, but no degree or field of study is specified.