Unclaimed
George Conboy is a financial professional with over 38 years of experience in the securities industry. George has a broad range of experience, including working with individuals, high net worth individuals, corporations, and charitable organizations. George's primary focus is on providing financial planning and portfolio management services. George currently works with Brighton Securities Corp, a firm that is active in the investment advisory space. George has a strong track record of success in the industry and is committed to providing clients with the highest quality financial advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/23/2021 - Present
Brighton Securities Corp. (ROCHESTER NY)
NA
04/11/1988 - 05/28/1988
SHEARSON LEHMAN HUTTON INC.
NA
07/26/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 03/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2011
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/31/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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