Unclaimed
Kevin Jon George is a financial advisor with over 12 years of experience in the financial services industry. Kevin is currently registered with Fidelity Brokerage Services LLC and has been with the firm since September 2010. Kevin's registration is active in both the Broker-Dealer and Investment Advisor capacity. Kevin has passed the Series 6, 7, 9, 10, and 63 exams and the SIE exam. Kevin's primary work location is in Merrimack, NH.
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
NH
09/29/2010 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 11/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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