Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Melbrod, a financial professional with over 40 years of experience, is a registered representative with LPL Financial LLC. George has a wide range of experience and holds licenses in several states. George's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. George has a strong commitment to providing personalized financial advice and helping clients 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.
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.
Consulting and other non-discretionary advisory services
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.
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CA
11/29/2017 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
02/18/2000 - 11/29/2017
NATIONAL PLANNING CORPORATION (SAN DIEGO CA)
AZ
05/19/1992 - 02/24/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
02/08/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
AZ
11/19/1989 - 01/17/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/03/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/07/1988 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
12/14/1983 - 01/06/1988
PENN MUTUAL EQUITY SERVICES, INC.
NA
02/02/1981 - 02/29/1984
SECURITY FIRST FINANCIAL, INC.
IA
Issued 09/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/30/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/29/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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