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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armond? Claim Your ProfileArmond Richard George is an active financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Armond Richard George has been in the securities industry for over 35 years and has earned several licenses and registrations. Armond Richard George specializes in portfolio management for both businesses and individuals, and has over 50 active client registrations in various states. Armond Richard George is registered as an investment advisor representative in New York and Texas and has a broad range of experience serving clients in the banking, insurance, and investment industries. Armond Richard George also has a strong commitment to the community and serves on the boards of several charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/16/1996 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BINGHAMTON NY)
BC
Issued 03/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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