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 Duryea is a Registered Representative and Investment Adviser Representative with Cetera Investment Advisers LLC. George is based in the Lake Mary, Florida office, and has been in the securities industry since March 1999. He is a Series 66, SIE and Series 7 licensed advisor. He is also a Partner at Duryea & Edwards CPAs LLC and City Commissioner for the City of Lake Mary. George specializes in a variety of investment strategies, including financial planning, portfolio management, and pension consulting. He works with a wide range of clients, including high-net-worth 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.
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.
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2
FL
01/03/2007 - Present
Cetera Investment Advisers LLC (LAKE MARY FL)
NJ
03/15/1999 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BOTH
Issued 12/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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