Unclaimed
George Clayton Nardone is a financial advisor with over 30 years of experience in the financial services industry. George is currently registered with Commonwealth Financial Network, a firm that specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. George is also a registered Investment Advisor Representative (IAR) in New York. George has a broad range of experience in the financial services industry and has worked with a number of different firms over the years. George is committed to providing personalized financial advice to his clients and helping them reach 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.
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.
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
NY
09/30/2024 - Present
Commonwealth Financial Network (Syracuse NY)
MA
10/20/2004 - 06/02/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/17/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/05/2001 - 03/19/2003
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
OH
12/17/1999 - 05/31/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/14/1999 - 12/17/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
05/13/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
02/21/1992 - 09/06/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/21/1992 - 09/06/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
05/05/1988 - 10/30/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
09/24/1987 - 03/14/1988
THOMAS JAMES ASSOCIATES, INC.
IA
Issued 07/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure George Nardone is the right advisor for you? Invested Better is here to help.