Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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