Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Milstein is a financial professional with over 20 years of experience in the industry. Currently, George is a registered representative at TD Securities (USA) LLC, and has been since March of 2024. Before joining TD Securities (USA) LLC, George worked at Cowen and Company for over a decade, as well as Wedbush Securities Inc., and Pacific Growth Equities, LLC. George holds a Series 7, Series 24, and Series 79TO license.
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.
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.
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2
CA
03/08/2024 - Present
TD Securities (usa) LLC (SAN FRANCISCO CA)
CA
04/01/2011 - 04/11/2024
COWEN AND COMPANY (San Francisco CA)
CA
03/04/2009 - 03/16/2011
WEDBUSH SECURITIES INC. (SAN FRANCISCO CA)
CA
09/05/2002 - 07/08/2009
PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)
BC
Issued 06/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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