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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Burrell is a financial advisor with over 38 years of experience in the industry. George is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is currently licensed in several states. George has worked with a wide range of clients, including individuals, corporations, and institutional investors. George provides a variety of advisory services, including portfolio management, financial planning, and investment research. George's previous experience includes working at RaffenSperger, Hughes & Co., Inc. and City Securities Corporation. George has held various positions within the industry, including principal, supervisor, and registered representative. George is committed to providing clients with personalized financial advice and guidance. George's expertise and experience make George a valuable resource for anyone looking for financial advice and planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IN
01/30/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAFAYETTE IN)
IN
03/30/1987 - 12/06/1993
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
NA
10/19/1983 - 04/06/1987
CITY SECURITIES CORPORATION
IA
Issued 06/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/04/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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