Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Carbunescu is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., located in Paramus, NJ. George has been in the financial industry for over 18 years and is registered to provide investment advisory services in New Jersey and Texas. George has a strong background in the financial services industry, having previously worked for Morgan Stanley Smith Barney and MetLife Securities Inc. George is dedicated to providing his clients with personalized financial advice and guidance to help them achieve 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.
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
NJ
05/07/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PARAMUS NJ)
NJ
11/10/2009 - 10/08/2010
MORGAN STANLEY SMITH BARNEY (PARAMUS NJ)
MA
10/08/1999 - 07/19/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/08/1999 - 07/19/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1999
Series 6 - Investment Company Products/Variable Contracts 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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