Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert George is a financial advisor with over 50 years of experience in the industry. He is currently registered with LPL Financial LLC in Silver Spring, MD and Smithtown, NY. Robert holds the Series 63, Series 65, Series 7TO, SIE, and Series 1 licenses. He also holds the Chartered Financial Consultant designation. Prior to joining LPL Financial LLC, Robert was a financial advisor with H. BECK, INC., New England Securities, Walnut Street Securities, Inc., Equity Services, Inc., Nathan & Lewis Securities, Inc., PPS Securities Corp., GSA Equity, Inc. Robert is registered as a broker-dealer and investment advisor in several states. He specializes in providing financial planning, consulting, and portfolio management services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/08/2023 - Present
LPL Financial LLC (SILVER SPRING MD)
MD
10/01/2014 - 12/03/2018
H. BECK, INC. (ROCKVILLE MD)
NY
06/04/2004 - 10/07/2014
NEW ENGLAND SECURITIES (ELMSFORD NY)
CA
08/01/2003 - 06/22/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
VT
03/25/1999 - 01/02/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
03/21/1983 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
06/29/1983 - 09/13/1985
PPS SECURITIES CORP.
NA
12/06/1972 - 04/19/1981
EQUITY SERVICES, INC.
NA
05/05/1970 - 01/26/1973
GSA EQUITY, INC.
BC
Issued 11/26/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Robert George is the right advisor for you? Invested Better is here to help.
