Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Slyman is an investment advisor representative with LPL Financial LLC and Northeast Planning Associates, Inc.. George has been in the industry since 1986 and has been registered with the state of New Hampshire since 2004. George also has experience in the insurance industry and offers financial planning services. George is a Certified Financial Planner™ professional. He has offices in New Ipswich, Bedford, Hooksett, Peterborough, and Portsmouth, NH.
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
NH
07/27/2007 - Present
LPL Financial LLC (NEW IPSWICH NH)
NH
11/10/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (PETERSBOROUGH NH)
MA
08/29/1986 - 11/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 04/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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