Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Michael Weingartner is a financial advisor with LPL Financial LLC. George has been in the financial services industry since September 19, 1984. George has been registered with LPL Financial LLC since February 14, 2018 and has passed several professional exams. Previously, George was associated with INVEST FINANCIAL CORPORATION, CHEMICAL INVESTMENT SERVICES CORP., LIBERTY SECURITIES CORPORATION, GRUNTAL & CO. INCORPORATED, KIDDER, PEABODY & CO. INCORPORATED, and LADENBURG, THALMANN & CO., INC. George is a licensed investment advisor in New York and Texas and has licenses to trade securities in many states.
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
02/14/2018 - Present
LPL Financial LLC (RYE BROOK NY)
CT
09/13/1994 - 02/14/2018
INVEST FINANCIAL CORPORATION (NORWALK CT)
NA
08/01/1994 - 09/13/1994
CHEMICAL INVESTMENT SERVICES CORP.
NY
06/01/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
WI
06/30/1988 - 05/25/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
01/11/1988 - 07/09/1988
GRUNTAL & CO. INCORPORATED
NA
12/13/1984 - 01/20/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
09/02/1984 - 11/30/1984
LADENBURG, THALMANN & CO., INC.
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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