Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Robert George

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Robert George

Michael Robert George is a financial professional with over 18 years of experience in the industry. Michael is currently registered with Fidelity Brokerage Services LLC, and previously worked with BRINKER CAPITAL SECURITIES, INC. and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. Michael has a strong background in financial services, holding both Series 7 and Series 6 licenses. Michael also holds the Series 63 and Series 65 licenses. Michael is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Michael George is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael George’s Registration & Firm History

CA

06/10/2011 - Present

Fidelity Brokerage Services LLC (NEWPORT BEACH CA)

PA

04/12/2007 - 05/09/2011

BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)

KY

08/09/2005 - 04/12/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

Not sure if Michael Robert George is right for you?

Licenses & Designations

IA

Issued 10/02/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2008

Series 7 - General Securities Representative Examination

BC

Issued 08/08/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael Robert George.
Not sure if Michael Robert George is right for you?