Kaleel T. George

GEORGE FINANCIAL SERVICES

Canton, OH 44704

Some features on this profile are disabled

CRD#: 2234028

Professional summary

Kaleel Thomas George, AIF®, who also goes by Kaleel T George, Kelly George, is a registered financial advisor currently at GEORGE FINANCIAL SERVICES located in Canton, Ohio.

Kaleel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kaleel has worked at 13 firms and has passed the SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaleel T George | Kelly George

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Access Financial Group, Canton, OH. Insurance agency owner / Sale of financial services and insurance products (including life, health, LTC, DI, and hospital-only insurance products). Start date: 5/97, approx. 20 hrs/mo. 2. FIXED INSURANCE SALES - 10 HOURS PER WEEK (10 DURING TRADING). LIFE, HEALTH, AND FIXED ANNUITIES SALES 3. Ohio CU Financial Services, LLC. Cleveland, Akron, and Canton locations. Start Date 01/25. 80 Hours per month. (60 During Trading) Sales manager, responsible for insurance sales and training agents.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaleel Thomas George's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

August 15, 2022 - Present

GEORGE FINANCIAL SERVICES

Office #1: 920 Walnut Ave. Ne, Canton, OH 44704

RIA

CRD#: 319091

Canton, OH

Past

January 13, 2014 - August 11, 2022

SPC

RIA

CRD#: 110692

CANTON, OH

Past

January 13, 2014 - August 11, 2022

PARKLAND SECURITIES, LLC

CRD#: 115368

CANTON, OH

Past

October 9, 2012 - February 6, 2014

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

INDEPENDENCE, OH

Past

September 4, 2012 - February 6, 2014

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

INDEPENDENCE, OH

Past

September 23, 2011 - September 20, 2012

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

CANTON, OH

Past

September 22, 2011 - September 20, 2012

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

CANTON, OH

Past

February 10, 2011 - September 9, 2011

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

CANAL FULTON, OH

Past

June 8, 2007 - February 14, 2011

SPC

RIA

CRD#: 110692

CANTON, OH

Past

June 1, 2007 - February 14, 2011

PARKLAND SECURITIES, LLC

CRD#: 115368

CANTON, OH

Past

December 1, 2006 - June 6, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

CANTON, OH

Past

February 18, 2004 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

CANTON, OH

Past

January 1, 2002 - February 18, 2004

BROOKLIGHT PLACE SECURITIES, INC.

CRD#: 15764

FOUNTAIN HILLS, AZ

Past

April 23, 1998 - January 1, 2002

IAC SECURITIES, INC.

CRD#: 14081

TINLEY PARK, IL

Past

May 12, 1997 - April 29, 1998

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

March 26, 1994 - May 16, 1997

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/4/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/4/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

GEORGE FINANCIAL SERVICES

GEORGE FINANCIAL SERVICES | GEORGE FINANCIAL SERVICES LLC

CRD#: 319091 / SEC#:

Ohio

Registered Investment Advisory firm - (4/8/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

920 Walnut Ave. Ne, Canton, OH 44704

Mailing Address

Phone number

(330) 452-8476

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	135
AUM (Assets Under Management)	$ 16,235,984

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

John Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA

Ashkahn Moayedi

WELLS FARGO CLEARING SERVICES, LLC

IAR

DANVILLE, CA

Franklin Little

NYLIFE SECURITIES LLC

MOBILE, AL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kaleel T. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaleel Thomas George's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPC

PARKLAND SECURITIES, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

ALLSTATE FINANCIAL SERVICES, LLC

SPC

PARKLAND SECURITIES, LLC

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

BROOKLIGHT PLACE SECURITIES, INC.

IAC SECURITIES, INC.

INVESTACORP, INC.

CUNA BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2000

Series 6

Date: 3/4/1994

Series 26

Date: 8/4/1997

Current Firm

GEORGE FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GEORGE FINANCIAL SERVICES

TRUST BUT VERIFY

Similar Advisors