Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Fekete is a financial advisor with over 27 years of experience in the industry. George is currently registered with Wells Fargo Clearing Services, LLC in FORT LAUDERDALE, FL. George holds FINRA Series 7, 63, and SIE licenses, as well as a Series 65. George has previously worked with firms such as Ameriprise Financial Services, LLC, Mutual Service Corporation, LPL Financial Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George offers investment advisory services for individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
FL
12/14/2023 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
MN
08/09/2010 - 03/06/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MA
02/01/2008 - 03/27/2009
MUTUAL SERVICE CORPORATION (BOSTON MA)
SC
02/14/2000 - 02/01/2008
LPL FINANCIAL CORPORATION (FORT MILL SC)
NY
09/06/1996 - 11/11/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
09/17/1993 - 07/31/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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