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Jeffrey Lynn George

Nylife Securities LLC

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About Jeffrey Lynn George

Jeffrey Lynn George has been active in the financial industry since 2005. Jeffrey is currently registered with Nylife Securities LLC as a registered representative. He is a licensed Investment Company Products/Variable Contracts Representative (Series 6) and has also passed the General Securities Representative Examination (Series 7), the Investment Company Products/Variable Contracts Principal Examination (Series 26), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Combined State Law Examination (Series 66). In addition to his current registration with Nylife Securities, Jeffrey has previously held positions with SunTrust Investment Services, Inc., Patrick Capital Markets, LLC, Wachovia Securities, LLC, and Banc of America Investment Services, Inc.

Firm Information

Jeffrey George is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey George’s Registration & Firm History

FL

01/17/2020 - Present

Nylife Securities LLC (TAMPA FL)

FL

09/12/2013 - 10/09/2019

SUNTRUST INVESTMENT SERVICES, INC. (PALM HARBOR FL)

MO

06/14/2011 - 08/09/2012

PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)

FL

03/17/2008 - 04/23/2009

WACHOVIA SECURITIES, LLC (TAMPA FL)

FL

06/13/2001 - 10/16/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 01/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2007

Series 7 - General Securities Representative Examination

BC

Issued 06/12/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Lynn George. Review regulatory record here.
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