Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Khalsa is a financial advisor with over 37 years of experience in the industry. George is currently registered with LPL Financial LLC in Sterling, Virginia. George has previously worked with Ameriprise Financial Services, LLC, The Investment Center, Inc., MML Investors Services, Inc., PRUCO Securities Corporation, The Prudential Insurance Company of America, B C Financial Corporation, J. W. Gant & Associates, Inc., Investors Group, LTD., Investors Center, Inc., Blinder, Robinson & Co., Inc., Moseley Securities Corporation, and First Investors Corporation. George holds Series 6, 7, 24, 63, and 65 securities licenses. George is also a Chartered Financial Consultant.
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
VA
06/12/2023 - Present
LPL Financial LLC (STERLING VA)
VA
07/21/2017 - 06/16/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Potomoc Falls VA)
VA
01/02/2008 - 07/24/2017
THE INVESTMENT CENTER, INC. (POTOMAC FALLS VA)
MD
11/06/1990 - 01/08/2008
MML INVESTORS SERVICES, INC. (BETHESDA MD)
NJ
01/04/1990 - 09/25/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/04/1990 - 09/25/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
06/13/1989 - 08/29/1989
B C FINANCIAL CORPORATION
NA
04/20/1989 - 06/20/1989
J. W. GANT & ASSOCIATES, INC.
NA
03/27/1989 - 04/15/1989
INVESTORS GROUP, LTD.
NA
08/12/1988 - 03/10/1989
INVESTORS CENTER, INC.
NA
05/12/1988 - 08/06/1988
BLINDER, ROBINSON & CO., INC.
NA
06/17/1987 - 03/19/1988
MOSELEY SECURITIES CORPORATION
NA
08/06/1986 - 05/26/1987
BLINDER, ROBINSON & CO.,INC.
NA
07/24/1985 - 12/17/1985
BLINDER, ROBINSON & CO.,INC.
NA
02/11/1983 - 07/05/1983
FIRST INVESTORS CORPORATION
IA
Issued 03/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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