Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Klebart is a registered investment advisor representative with Santander Securities LLC. George has been in the financial services industry since August 2013. George is licensed to provide investment advice in Connecticut and Massachusetts. He is a Series 66, Series 7 and SIE licensed professional. George also holds a Series 66 license, which allows him to provide investment advice in a number of areas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MA
09/15/2020 - Present
Santander Securities LLC (Boston MA)
CT
08/02/2013 - 03/11/2020
LPL FINANCIAL LLC (FARMINGTON CT)
BOTH
Issued 11/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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