Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Sukkar is a financial advisor with Private Advisor Group, LLC based in Birmingham, MI. George has been in the financial services industry for over 25 years and is a CERTIFIED FINANCIAL PLANNER™. Before joining Private Advisor Group, LLC, George was a financial advisor with LPL Financial LLC, and previously held positions with Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and TD Waterhouse Investor Services, Inc. George specializes in providing financial planning services to individuals, corporations, and charitable organizations.
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.
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.
Solicitation/referral
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.
Solicitor/referral fees
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2
MI
01/03/2019 - Present
Private Advisor Group, LLC (BIRMINGHAM MI)
MI
01/02/2019 - 08/04/2022
LPL FINANCIAL LLC (BIRMINGHAM MI)
MI
12/10/2008 - 12/14/2018
CHARLES SCHWAB & CO., INC. (TROY MI)
MI
04/11/2000 - 09/10/2008
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
NE
04/24/1996 - 03/09/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 12/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/13/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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