Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Thomas Haskins is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Washington, DC. George has over 29 years of experience in the financial services industry. George is registered with the Securities and Exchange Commission and holds the Series 7, 31, 63 and 65 securities licenses. George is also registered with the state of Virginia. George offers a variety of financial services, including investment advisory services and financial planning. George has previously worked with LPL Financial LLC, INFINEX INVESTMENTS, INC., Community Bankers Securities, LLC and BB&T Investment Services, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
DC
06/03/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
VA
11/29/2021 - 08/22/2023
LPL FINANCIAL LLC (KILMARNOCK VA)
VA
04/02/2012 - 12/02/2021
INFINEX INVESTMENTS, INC. (KILMARNOCK VA)
VA
11/20/2009 - 04/05/2012
LPL FINANCIAL LLC (GLOUCESTER POINT VA)
VA
09/15/2005 - 11/23/2009
COMMUNITY BANKERS SECURITIES, LLC (GLOUCESTER VA)
VA
10/13/2004 - 09/16/2005
BI INVESTMENTS, LLC (GLEN ALLEN VA)
NC
12/10/2003 - 08/10/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
11/30/1998 - 12/03/2003
DAVENPORT & COMPANY LLC (RICHMOND VA)
NC
04/25/1994 - 12/22/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 06/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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