Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Philip Gipp is a financial advisor with Clarfeld Financial Advisors, LLC. George has been in the financial services industry since 1997. George holds the Series 6, 7, 24, 63 and 65 securities licenses as well as the Series 87 exam. George is a Certified Financial Planner and a Chartered Financial Analyst. George has a history of working with clients including individuals, high-net-worth individuals, corporations, investment companies, and charitable organizations. George specializes in financial planning, portfolio management, and selection of other advisors.
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.
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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NY
01/30/2024 - Present
Clarfeld (TARRYTOWN NY)
NY
02/07/2005 - 12/31/2013
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
IL
02/06/2003 - 05/19/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
07/18/1997 - 01/31/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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