Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge C. Klima is an advisor with Park Avenue Securities LLC. He is a registered representative with the state of Minnesota and holds Series 7TO, Series 66 and SIE licenses. George has been in the industry since 1982 and has a strong track record of success. He is committed to providing personalized financial advice to help clients reach their goals. George also has experience in insurance sales and has worked with Guardian Life Insurance Company of America.
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.
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.
1
2
MN
12/22/2000 - Present
Park Avenue Securities LLC (WAYZATA MN)
NY
01/15/1990 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
AZ
11/19/1989 - 01/18/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/27/1982 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/13/1983 - 09/11/1986
GUARDIAN INVESTOR SERVICES CORPORATION
BOTH
Issued 01/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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