Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Sinnott is an investment advisor representative at Kestra Advisory Services, LLC. George has been in the financial services industry since 1981. George works with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. George provides financial planning, portfolio management, and investment advisory services. George is a Registered Representative and Investment Advisor Representative in the states of New York and Texas. George holds the Series 6, 7, 22, 63, and 65 licenses and is a Chartered Financial Consultant. George previously worked at VeraVest Investments, 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.
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
09/13/2023 - Present
Kestra Advisory Services, LLC (Elmsford NY)
MA
03/06/1981 - 12/10/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/04/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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