Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Ellison is a financial advisor with over 40 years of experience in the industry. George is currently registered with MML Investors Services, LLC in Wakefield, Massachusetts. George holds several licenses and registrations, including Series 7, 24, 63, and 65 licenses. George has previously been employed with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. George specializes in providing financial advice to individuals, businesses, and institutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PEABODY MA)
MA
10/02/1979 - 01/02/2015
NEW ENGLAND SECURITIES (WAKEFIELD MA)
IA
Issued 12/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative 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 05/19/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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