Unclaimed
Georgina Boyle is an experienced financial advisor who has been in the industry since 1988. Georgina is currently registered with Western International Securities, Inc. She has held previous positions at several firms, including Northeast Securities, LLC, The Benchmark Company, LLC, The Benchmark Company, Inc., Brean Murray, Foster Securities Inc. and Oppenheimer & Co., Inc. Her expertise includes financial planning, pension consulting, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/18/2018 - Present
Western International Securities, Inc. (Massapequa NY)
NY
01/02/2004 - 12/31/2018
NORTHEAST SECURITIES, LLC (NEW YORK NY)
NY
01/02/2001 - 11/28/2003
THE BENCHMARK COMPANY, LLC (NEW YORK NY)
NY
10/16/1989 - 12/31/2000
THE BENCHMARK COMPANY, INC. (NEW YORK NY)
NY
06/22/1989 - 10/04/1989
BREAN MURRAY, FOSTER SECURITIES INC. (NEW YORK NY)
NY
05/25/1988 - 06/22/1989
OPPENHEIMER & CO., INC. (NEW YORK NY)
BC
Issued 08/28/1995
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 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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