Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge A. Kolodka is a financial advisor with UBS Financial Services Inc. George has over 20 years of experience in the financial services industry. George is registered with the state of New Jersey, New York, and Texas and is a member of the Financial Industry Regulatory Authority (FINRA). George has a strong track record of success in providing investment advice to individuals, families, and businesses. George specializes in providing investment advice in the areas of retirement planning, college savings, and estate planning. George is committed to providing his clients with personalized attention and the highest level of service.
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.
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.
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.
See schedule d - miscellaneous
1
2
NY
02/26/2015 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
10/06/2010 - 03/19/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/04/2001 - 10/18/2010
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
02/19/1993 - 03/14/1995
BREAN MURRAY, FOSTER SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 3 - National Commodity Futures Examination
BC
Issued 11/20/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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