Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge MacCarelli is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. George has been in the financial services industry since 1992 and has worked at several prominent firms, including PNC Investments and J.J.B. Hilliard, W.L. Lyons, Inc.. George holds a Series 63, Series 6, and Series 7 licenses, as well as the SIE Exam, and the Series 65. George offers financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WV
10/27/2023 - Present
Fidelity Personal AND Workplace Advisors (MORGANTOWN WV)
PA
08/04/2014 - 11/17/2014
HEFREN-TILLOTSON, INC. (GREENSBURG PA)
PA
01/01/2004 - 07/28/2014
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/01/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
02/02/1993 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
MA
02/06/1992 - 02/02/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/06/1992 - 02/02/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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