Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Stephen Urist is an investment advisor representative at LPL Financial LLC, based in East Syracuse, NY. George has been in the financial services industry since 1984. George Stephen Urist holds the Series 7, Series 24, and Series 63 licenses. George Stephen Urist is registered to provide investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. George Stephen Urist provides a range of investment advisory services including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. George Stephen Urist is also registered to provide investment advisory services in Texas.
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
NY
02/26/2008 - Present
LPL Financial LLC (EAST SYRACUSE NY)
NA
02/08/1988 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
06/22/1987 - 02/17/1988
FOCUS SECURITIES, INC.
NA
08/22/1984 - 05/27/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 08/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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