Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Syme is a financial advisor registered with Independent Financial Partners. George has been in the industry since 2007. George's current registrations include Arizona, Florida, Indiana, Michigan, Nevada, Pennsylvania, South Carolina, and Texas. George has been a registered representative with Independent Financial Partners since 2013 and was previously registered with LPL Financial LLC. George offers a variety of financial planning services, including portfolio management for individuals, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
01/22/2020 - Present
Independent Financial Partners (Vero Beach FL)
FL
06/13/2013 - 05/23/2019
LPL FINANCIAL LLC (ALTAMONTE SPRINGS FL)
FL
05/02/2008 - 07/02/2013
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
11/13/2007 - 03/27/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
03/22/2007 - 11/08/2007
ING FINANCIAL PARTNERS, INC. (MAITLAND FL)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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