Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Gary Elkin is a financial professional with over 30 years of experience in the industry. George is currently registered with Cetera Investment Advisers LLC and has been with them since August 2024. Prior to that, George worked with American Portfolios Financial Services, Inc., Cetera Advisor Networks LLC and several other firms. George is licensed to provide financial services in several states, including Florida, New York and Texas. George specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. George is also a licensed insurance agent selling life and annuities.
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 01/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/02/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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