Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Balocik is a financial advisor with over 40 years of experience in the industry. George has a deep understanding of the financial markets and a commitment to providing personalized financial advice to clients. George is currently registered with Lincoln Investment and Capital Analysts. George has previously been registered with CETERA ADVISOR NETWORKS LLC, PARK AVENUE SECURITIES LLC, GUARDIAN INVESTOR SERVICES CORPORATION, WALNUT STREET SECURITIES, INC., SUN INVESTMENT SERVICES COMPANY, BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS, and FIRST INVESTORS CORPORATION. George provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. George is also a licensed insurance agent and offers fixed annuities and insurance products.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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
PA
02/02/2024 - Present
Lincoln Investment (Cranberry Township PA)
PA
11/05/2021 - 02/02/2024
CETERA ADVISOR NETWORKS LLC (CRANBERRY TOWNSHIP PA)
PA
05/03/1999 - 11/18/2021
PARK AVENUE SECURITIES LLC (CRANBERRY TWP PA)
NY
01/29/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
10/12/1988 - 01/23/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
08/12/1986 - 02/25/1988
SUN INVESTMENT SERVICES COMPANY
NA
08/15/1985 - 05/23/1986
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
NA
03/06/1981 - 08/28/1985
FIRST INVESTORS CORPORATION
IA
Issued 08/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/02/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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