Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge John Zydel is a financial professional with over 28 years of experience in the industry. George is currently registered with Charles Schwab & Co., Inc. in Westlake, TX, and is also registered as a broker-dealer in eight states. George previously worked for TD Ameritrade, Inc. in Omaha, NE and Investment Planners, Inc. in Hingham, MA. George has passed the Series 63, Series 65, SIE and Series 7 exams.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
11/09/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
11/09/2022 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
MA
04/21/2014 - 09/20/2022
INVESTMENT PLANNERS, INC. (HINGHAM MA)
MA
03/27/2013 - 10/30/2013
INVESTMENT PLANNERS, INC. (HINGHAM MA)
RI
06/29/1998 - 12/31/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
02/23/1994 - 08/03/1999
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
11/11/1996 - 06/29/1998
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
MA
02/22/1994 - 07/10/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
06/28/1990 - 07/28/1992
COLONIAL INVESTMENT SERVICES
NY
05/30/1989 - 05/23/1990
SELIGMAN SECURITIES, INC. (NEW YORK NY)
NA
07/14/1988 - 04/08/1989
PRUCO SECURITIES CORPORATION
NA
07/14/1988 - 04/08/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 05/08/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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