Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgia? Claim Your ProfileGeorgia Mary annie Greenlees is a financial professional registered with Icapital Markets LLC and has been active in the financial services industry since October 2, 2018. Georgia is licensed in New York and New Jersey. Georgia has a Series 7 and Series 66 license, as well as the Securities Industry Essentials Examination (SIE). Georgia has prior experience with Delaware Distributors, L.P., Foreside Fund Services, LLC, and Lord Abbett Distributor LLC.
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.
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.
1
2
NY
06/04/2024 - Present
Icapital Markets LLC (NEW YORK NY)
NY
04/01/2022 - 05/21/2024
DELAWARE DISTRIBUTORS, L.P. (New York NY)
NY
12/05/2019 - 04/01/2022
FORESIDE FUND SERVICES, LLC (NEW YORK CITY NY)
NJ
08/28/2018 - 11/11/2019
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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