Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Zaki is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. George has been in the industry since 2018 and has a strong track record of providing investment advice to a variety of clients, including individuals, corporations, and charitable organizations. George holds the Series 7, Series 66, and SIE licenses, and has experience in a range of financial services, including portfolio management, investment advisory services, and retirement planning. In addition to George's work as a financial advisor, George is also a landlord and has experience in real estate.
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
NJ
11/04/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE NJ)
NY
01/13/2021 - 07/06/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NJ
10/18/2018 - 10/21/2019
MORGAN STANLEY (Paramus NJ)
BOTH
Issued 12/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2018
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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