Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Elkin is a financial professional with over 30 years of experience in the financial services industry. George has been registered with Cetera Investment Advisers LLC since 2024. Before that, he was associated with American Portfolios Financial Services, Inc. George has held licenses with a number of firms, including Nathan & Lewis Securities, Inc., MFI Investments Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. George has a broad range of experience in financial planning, portfolio management, and pension consulting.
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
NY
09/10/2024 - Present
Cetera Investment Advisers LLC (BOHEMIA NY)
NY
05/07/1996 - 10/16/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
09/28/1993 - 05/24/1996
MFI INVESTMENTS CORP. (BRYAN OH)
MN
08/19/1993 - 11/05/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/19/1993 - 11/05/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/09/1989 - 04/27/1990
BARRETT DAY SECURITIES, INC. (NEW YORK NY)
NY
01/24/1989 - 03/10/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
BOTH
Issued 1/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/2/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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