Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Christie is a financial advisor registered with LPL Financial LLC. George has been in the financial industry since 1997. Prior to joining LPL Financial LLC, George was registered with CADARET GRANT & CO., INC. and MONY SECURITIES CORPORATION. George holds the Series 63, Series 66, Series 7, and SIE licenses and is registered with the state of New York. George offers consulting, financial planning, educational seminars, and portfolio management services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (SYRACUSE NY)
NY
04/08/2004 - 10/13/2015
CADARET, GRANT & CO., INC. (EAST SYRACUSE NY)
NY
10/30/2000 - 04/19/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
MD
11/18/1999 - 10/25/2000
M&T SECURITIES, INC. (BALTIMORE MD)
NY
10/30/1997 - 11/11/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/22/1997 - 10/03/1997
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 11/21/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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