Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Y Purdie is a financial professional with over 20 years of experience in the financial services industry. George is currently a Registered Representative and Investment Advisor Representative with J.p. Morgan Securities LLC. Prior to joining J.p. Morgan Securities LLC, George has held positions at several other firms including J.P. MORGAN SECURITIES INC., CHASE INVESTMENT SERVICES CORP., SCHNEIDER SECURITIES, INC., and STUART, COLEMAN & CO., INC.. George is a highly experienced professional, holding the Series 7, Series 99TO, and SIE licenses. George is also licensed in multiple states, including New York, North Carolina, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/30/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/02/2005 - 11/28/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IL
01/29/1999 - 01/31/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CO
11/24/1997 - 06/09/1998
SCHNEIDER SECURITIES, INC. (DENVER CO)
NY
05/24/1997 - 06/10/1997
STUART, COLEMAN & CO., INC. (NEW YORK NY)
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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