Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Sucich is a financial professional with over 39 years of experience in the industry. George is a Registered Representative with Osaic Wealth, Inc. and has been working with the firm since 2017. George is also registered as an Investment Advisor Representative in Florida, New York and North Carolina. Before joining Osaic Wealth, Inc., George worked with National Planning Corporation for over 10 years. George is a Certified Financial Planner and holds the Series 7, Series 24 and Series 63 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/25/2018 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
05/11/2015 - 11/06/2017
NATIONAL PLANNING CORPORATION (HAUPPAUGE NY)
NY
11/05/2003 - 05/08/2015
NATIONAL PLANNING CORPORATION (HAUPPAUGE NY)
CA
08/01/2003 - 11/05/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
11/23/1983 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 12/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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