Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Burdick has been in the financial services industry since 1989 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. George has held prior positions with firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Dean Witter Reynolds Inc. George has passed the Series 7, Series 31, and Series 65 examinations and is a Certified Financial Planner.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
03/10/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTBOROUGH MA)
MA
06/01/2009 - 10/21/2010
MORGAN STANLEY SMITH BARNEY (WORCESTER MA)
MA
02/03/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WORCESTER MA)
NY
02/23/1998 - 02/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/10/1992 - 02/25/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
04/19/1991 - 05/09/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/19/1991 - 05/09/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
WI
04/14/1989 - 07/15/1989
ISFA CORPORATION (APPLETON WI)
NA
09/24/1985 - 07/05/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 10/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure George Burdick is the right advisor for you? Invested Better is here to help.
