Unclaimed
George Peter Brkljacic is a financial advisor with LPL Financial LLC. George has been in the financial services industry since 2001 and is registered to provide investment advice in 27 states. George is a Certified Financial Planner™ professional and specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. George's previous experience includes working with Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., ProEquities, Inc., VestPoint Securities, Inc., and Waddell & Reed, 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.
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.
1
2
FL
02/22/2023 - Present
LPL Financial LLC (TAMPA FL)
FL
09/20/2019 - 02/23/2023
CETERA ADVISOR NETWORKS LLC (TAMPA FL)
FL
03/24/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (TAMPA FL)
FL
10/12/2005 - 04/23/2009
PROEQUITIES, INC. (TAMPA FL)
FL
09/17/2004 - 08/17/2005
VESTPOINT SECURITIES, INC. (TAMPA FL)
FL
08/08/2003 - 06/07/2004
GEB FINANCIAL SERVICES GROUP, LLC (DUNEDIN FL)
KS
04/04/2001 - 01/31/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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