Unclaimed
Robert McGeorge is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Nylife Securities LLC. Robert is licensed in Kentucky and 9 other states. Robert holds the Series 7, 6, 26, 51 and SIE licenses. Robert is also a registered principal. Robert has previously been registered with First Investors Corporation.
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.
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2
KY
03/30/2009 - Present
Nylife Securities LLC (LEXINGTON KY)
KY
05/16/1985 - 01/14/2009
FIRST INVESTORS CORPORATION (LEXINGTON KY)
BC
Issued 04/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/18/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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