Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Kellner is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. George has been in the industry since February 10, 1988. George is registered in 29 states and has experience providing financial advice to a wide range of clients, including individuals, corporations, and institutions. George holds a number of securities licenses, including Series 7, 9, 10, 22, 39, 63, and 65. George also has experience with direct participation programs. George is dedicated to providing clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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
SC
01/21/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MOUNT PLEASANT SC)
NA
08/29/1989 - 05/10/1990
D. L. & G. SECURITIES, INC.
NA
05/03/1985 - 12/20/1988
CHESHIRE SECURITIES, INC.
IA
Issued 03/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/08/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/1987
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1985
Series 22 - Direct Participation Programs 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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