Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Charkales is a financial advisor with over 25 years of experience in the industry. George has a strong background in investment management, financial planning, and retirement planning. Currently, George is registered with FMG Distributors, Inc. and R.m. Stark & CO., Inc. George has previously been affiliated with LPL Financial LLC, People's Securities, Inc., Leader Capital Corp., Harvest Capital LLC, Touchstone Securities, Inc., Charles Schwab & Co., Inc., Mutual Trust Co. of America Securities, ING Financial Partners, Inc., ARM Securities Corporation, Delta Equity Services Corporation, and Chatfield Dean & CO., Inc. George is licensed to conduct business in Connecticut and Florida. George holds a Series 7, Series 24, Series 63, and Series 66 license. George is also a Certified Financial Planner (CFP®). George's experience and expertise make him a valuable resource for investors of all levels.
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.
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.
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2
CT
04/23/2018 - Present
FMG Distributors, Inc. (NEW CANAAN CT)
NY
09/12/2016 - 04/02/2018
LPL FINANCIAL LLC (RYE NY)
CT
08/24/2015 - 09/12/2016
PEOPLE'S SECURITIES, INC. (WESTPORT CT)
CT
08/09/2012 - 08/25/2015
LPL FINANCIAL LLC (STAMFORD CT)
WA
06/13/2012 - 08/06/2012
LEADER CAPITAL CORP. (VANCOUVER WA)
CT
05/09/2012 - 06/14/2012
HARVEST CAPITAL LLC (WETHERSFIELD CT)
OH
04/07/2011 - 02/09/2012
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
CT
09/17/2010 - 04/25/2011
CHARLES SCHWAB & CO., INC. (STAMFORD CT)
FL
04/22/2008 - 08/30/2010
MUTUAL TRUST CO. OF AMERICA SECURITIES (ST. PETERSBURG FL)
CT
01/03/2005 - 12/31/2007
ING FINANCIAL PARTNERS, INC. (STAMFORD CT)
OH
04/07/2000 - 07/23/2004
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
ND
06/30/1999 - 04/07/2000
ARM SECURITIES CORPORATION (MINOT ND)
CT
12/08/1997 - 06/30/1999
FMG DISTRIBUTORS, INC. (NEW CANAAN CT)
MA
01/25/1994 - 01/03/1996
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
CO
12/11/1992 - 03/23/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 10/14/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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