Unclaimed
George Edward Mullin is a financial advisor with over 20 years of experience in the industry. Currently, George is registered with Voya Retirement Advisors, LLC and provides advisory services to individuals and businesses. George has held positions with several other firms including ING Investment Advisors, LLC, CitiStreet Equities LLC, Sentinel Securities, Inc., and Putnam Retail Management Limited Partnership. George is licensed in multiple states and has a strong track record of success in the financial services industry. George's primary areas of expertise include Investment Company Products/Variable Contracts and Portfolio Management.
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.
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
MA
08/28/2024 - Present
Voya Retirement Advisors, LLC (Essex MA)
CT
09/01/2006 - 11/07/2008
ING INVESTMENT ADVISORS, LLC (WINDSOR CT)
NJ
02/08/2006 - 09/01/2006
CITISTREET EQUITIES LLC (SOMERSET NJ)
MA
01/24/2003 - 02/07/2005
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
MA
08/31/1998 - 11/13/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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