Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lertpatanakul is a financial advisor with Equity Services, Inc. George has been in the industry since 2018 and is registered with the state of Illinois. George holds licenses for Series 6, 7TO, 63, and 65 securities exams as well as the SIE. He is also a Certified Financial Planner. George has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. George's previous employers include MML Investors Services, LLC, OneAmerica Securities, Inc., and Transamerica Financial Advisors, Inc. He provides a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
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.
1
2
IL
02/07/2024 - Present
Equity Services, Inc. (CHICAGO IL)
IL
10/17/2022 - 12/31/2023
MML INVESTORS SERVICES, LLC (Downers Grove IL)
IL
02/22/2021 - 10/12/2022
ONEAMERICA SECURITIES, INC. (Barrington IL)
IL
04/02/2018 - 11/05/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (CHICAGO IL)
BC
Issued 05/30/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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