Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Mouradian is a financial advisor with LPL Financial LLC. George has been in the financial services industry since 1993 and has experience in helping individuals and families with their financial planning needs. George is registered with FINRA and the state of New York. George previously worked with FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC, UNITED BROKERAGE SERVICES, INC, LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC., INVEST FINANCIAL CORPORATION, UVEST FINANCIAL SERVICES GROUP, INC., HSBC SECURITIES (USA) INC., DAVID LERNER ASSOCIATES, INC., HSBC SECURITIES (USA) INC., COMMERCE CAPITAL MARKETS, INC., FISERV INVESTOR SERVICES, INC., BNY INVESTMENT CENTER INC., IFMG SECURITIES, INC., INDEPENDENT FINANCIAL SECURITIES, INC. and PRUCO SECURITIES CORPORATION. George has a strong track record of success in helping clients achieve their financial goals. George has a Series 6, Series 7, Series 26 and Series 63 license and holds the SIE designation.
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
01/17/2023 - Present
LPL Financial LLC (WESTBURY NY)
NY
03/03/2023 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (Westbury NY)
SC
05/02/2022 - 01/26/2023
UNITED BROKERAGE SERVICES, INC (Myrtle Beach SC)
NY
03/29/2021 - 05/16/2022
LPL FINANCIAL LLC (EAST NORTHPORT NY)
NY
08/14/2014 - 03/23/2021
CUNA BROKERAGE SERVICES, INC. (WESTBURY NY)
NY
08/10/2011 - 08/07/2014
INVEST FINANCIAL CORPORATION (BETHPAGE NY)
NY
09/09/2010 - 08/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BETHPAGE NY)
NY
08/25/2009 - 08/18/2010
HSBC SECURITIES (USA) INC. (FLUSHING NY)
NY
05/12/2008 - 08/14/2009
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
12/20/2006 - 05/12/2008
HSBC SECURITIES (USA) INC. (FLUSHING NY)
NY
08/24/2005 - 12/19/2006
COMMERCE CAPITAL MARKETS, INC. (ASTORIA NY)
TX
03/28/2005 - 07/21/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
04/29/2004 - 03/31/2005
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
08/03/1998 - 04/12/2004
IFMG SECURITIES, INC. (PURCHASE NY)
NA
02/28/1994 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NJ
04/21/1993 - 03/30/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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