Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Trabookis is a financial advisor with Ally Invest Advisors. George is a Registered Representative (RR) with 17 years of experience in the financial industry. George has a Series 63, Series 7, Series 6, Series 66, and Series 24 licenses. George is registered to provide investment advice in all 50 states and is also registered as an Investment Advisor Representative (IAR) in North Carolina. George is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
02/04/2020 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
03/25/2017 - 02/28/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
07/16/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
06/09/2005 - 11/03/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 12/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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