Unclaimed
George Truppi is a financial advisor with over 14 years of experience in the industry. He is currently a Registered Investment Advisor with Corbyn Investment Management Inc., where George primarily focuses on providing portfolio management services for individuals, investment companies, and pooled investment vehicles. Prior to joining Corbyn Investment Management Inc. in 2019, George worked with several well-known financial institutions, including Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George holds the Series 7, Series 63, and Series 66 licenses and is a CFA charterholder.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MD
03/17/2022 - Present
Corbyn Investment Management Inc. (LUTHERVILLE MD)
NY
08/05/2013 - 10/02/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
08/05/2011 - 08/06/2013
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/04/2005 - 10/02/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/24/2004 - 05/13/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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