Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Alan Irvin is a financial advisor with over 20 years of experience in the industry. George currently works at Fidelity Brokerage Services LLC where George is registered as a broker-dealer. Prior to joining Fidelity Brokerage Services LLC, George worked for LPL Financial LLC and Charles Schwab & Co., Inc. George holds Series 7, 63, 65, and 66 licenses as well as the SIE exam. George is registered in 10 states and holds active registration in the state of California.
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
CA
02/25/2020 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
CA
03/30/2011 - 09/13/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
03/15/2006 - 03/31/2011
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
TX
03/20/1998 - 01/21/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 03/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/01/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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