Unclaimed
George Richard Brickley is an Investment Advisor Representative at Benefit Fiduciary Group LLC. George has been in the industry for over 30 years. George's experience includes working with various firms, including KESTRA INVESTMENT SERVICES, LLC, FINANCIAL TELESIS INC, USI SECURITIES, INC, WATERSTONE FINANCIAL GROUP, INC, MUTUAL OF AMERICA SECURITIES CORPORATION, MUTUAL OF AMERICA LIFE INSURANCE COMPANY, and MIMLIC SALES CORPORATION. George holds Series 6, 63, and 65 licenses. George specializes in providing investment advice and financial planning services to individuals and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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2
VA
11/18/2020 - Present
Benefit Fiduciary Group LLC (RICHMOND VA)
VA
08/27/2014 - 12/05/2019
KESTRA INVESTMENT SERVICES, LLC (RICHMOND VA)
VA
02/15/2011 - 08/29/2014
FINANCIAL TELESIS INC (RICHMOND VA)
VA
01/03/2008 - 02/03/2011
USI SECURITIES, INC. (GLEN ALLEN VA)
VA
05/05/1998 - 12/31/2007
WATERSTONE FINANCIAL GROUP, INC. (RICHMOND VA)
NY
11/26/1996 - 05/17/1998
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
12/22/1993 - 05/17/1998
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
MN
10/08/1992 - 12/31/1993
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 09/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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