Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Francis Batelli is a financial advisor with over 25 years of experience in the industry. George is registered with Morgan Stanley and has a strong track record of success in helping clients achieve their financial goals. George has a broad range of experience and expertise and is dedicated to providing personalized financial advice tailored to each client’s individual needs. George is committed to building long-term relationships with clients and providing them with the guidance and support they need to make informed financial decisions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
03/25/2019 - Present
Morgan Stanley (Paramus NJ)
NJ
04/28/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
NJ
07/22/1996 - 04/10/2008
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2004
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 06/25/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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