Unclaimed
George Gulbin is a financial advisor based in Baltimore, Maryland. George has been working in the financial services industry since December 1968. He is currently registered with Northwestern Mutual Investment Services, LLC, and has previously worked with Robert W. Baird & Co. Incorporated, Nathan, Lewis & Grant, Inc., and The Lincoln National Life Insurance Company. George holds a Series 63, Series 6TO, SIE and V06 licenses. He is registered in Arizona, Florida, Maryland, Minnesota, New Jersey, New York, and Pennsylvania.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MD
12/08/1968 - Present
Northwestern Mutual Investment Services, LLC (BALTIMORE MD)
WI
12/17/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
09/22/1983 - 10/09/1985
NATHAN, LEWIS & GRANT, INC.
NA
05/27/1969 - 07/17/1971
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 03/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1968
V06 - Variable Annuities Module Examination
Active
Inactive
F
FINRA
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