Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Gregory Kott is a financial advisor with over 25 years of experience. He is currently registered with Aegis Capital Corp. in New York, NY. George has held several previous positions with firms such as New Castle Financial Services LLC, Milestone Financial Services, Inc., and Wall Street Access. George is licensed to provide financial advice and securities services in New York and Texas. He is also a Series 24 Principal, Series 7 General Securities Representative, and has passed several other exams including Series 55 Limited Representative - Equity Trader, Series 57TO, and Series 79TO. George specializes in financial planning, portfolio management, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/10/2009 - Present
Aegis Capital Corp. (NEW YORK NY)
NY
10/08/2008 - 07/31/2009
NEW CASTLE FINANCIAL SERVICES LLC (MELVILLE NY)
NY
05/21/2007 - 10/03/2008
MILESTONE FINANCIAL SERVICES, INC. (ROCKY POINT NY)
NY
10/18/1999 - 05/15/2007
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
03/08/1999 - 09/17/1999
WALL STREET ACCESS (NEW YORK NY)
NY
12/11/1997 - 02/26/1999
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/25/1997 - 07/18/1997
GAINES, BERLAND INC. (BETHPAGE NY)
BC
Issued 05/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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