Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Zaki is a financial advisor with Janney Montgomery Scott LLC. George has over 15 years of experience in the financial services industry. George is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. George's previous employers include Barclays Capital Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Neuberger Berman LLC. George holds a Series 65 license and is registered as an investment advisor in several 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.
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.
Fee plus commission
1
2
NY
03/10/2014 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NY
11/15/2012 - 03/28/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/04/2010 - 10/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/03/2008 - 06/08/2010
NEUBERGER BERMAN LLC (NEW YORK NY)
IA
Issued 10/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure George Zaki is the right advisor for you? Invested Better is here to help.
