Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Torok is a financial advisor with over 40 years of experience in the financial services industry. George is currently registered with Morgan Stanley and has been with the firm since 2022. Previously, George was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and UBS Financial Services Inc. George has a Series 7, Series 63 and SIE license. George specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
01/10/2022 - Present
Morgan Stanley (Beverly Hills CA)
CA
04/27/2012 - 01/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
06/01/2009 - 05/02/2012
MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
07/09/2004 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
NJ
08/07/1998 - 07/23/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/15/1988 - 08/11/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/01/1978 - 02/12/1988
E. F. HUTTON & COMPANY INC
BC
Issued 03/19/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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