Unclaimed
Kenley George is a financial advisor with Grove Point Advisors, LLC. Kenley is a registered representative with FINRA and has been active in the industry since 2004. Kenley specializes in providing financial planning and portfolio management for individuals and businesses. Kenley is also registered as an investment advisor representative in 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.
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
MD
03/15/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
TX
03/18/2020 - 02/23/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
03/12/2004 - 10/25/2019
AVANTAX INVESTMENT SERVICES, INC. (Irving TX)
GA
02/25/2004 - 03/17/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
RI
07/19/2000 - 10/19/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 03/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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