Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge McElroy is a registered investment advisor representative with Trustmont Advisory Group, Inc. George has over 25 years of experience in the financial services industry. George is a Series 7, Series 3, Series 24 and Series 63 licensed professional and is licensed to provide advisory services in Illinois. George has previously been employed by firms such as LPL Financial, LLC, Infinity Financial Services and Wachovia Securities, LLC. George's professional experience and strong track record make him a valuable asset to Trustmont Advisory Group, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
07/05/2019 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
IL
03/09/2017 - 03/05/2019
INFINITY FINANCIAL SERVICES (Chicago IL)
IL
12/18/2003 - 03/23/2017
LPL FINANCIAL LLC (CHICAGO IL)
MO
07/01/2003 - 12/18/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/23/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 3 - National Commodity Futures Examination
BC
Issued 04/12/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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