Unclaimed
Rodwick George is a financial advisor with over 20 years of experience in the industry. Rodwick is currently registered with J.P. Morgan Securities LLC and has been with the firm since October 2012. Previously, Rodwick was affiliated with CHASE INVESTMENT SERVICES CORP. for over 11 years, from June 2001 to October 2012. Rodwick is licensed to provide investment advice in multiple states, including California, Connecticut, Florida, Illinois, Iowa, New Jersey, New York, Puerto Rico, and Wisconsin. Rodwick holds the Series 6, Series 63 and SIE licenses. J.P. Morgan Securities LLC is a large financial institution that provides a wide range of financial services to individuals and institutions. The firm has over 7,400 registered representatives and more than 262,000 clients, with assets under management exceeding $249 billion. Rodwick specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/15/2001 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BC
Issued 06/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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