Nevine M. George

BANKERS LIFE ADVISORY SERVICES

PERRINEVILLE, NJ

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CRD#: 4252420

Professional summary

Nevine Magdy George, who also goes by Nevine Magdy Boulos, Nevine M George, Nevine Magdy George, Nevine George, Nevine M Saleh, Nevine Magdy Saleh, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Perrineville, New Jersey and BANKERS LIFE SECURITIES, INC. located in Mount Laurel, New Jersey.

Nevine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Nevine has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nevine Magdy George's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 26, 2022 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

RIA

CRD#: 281285

PERRINEVILLE, NJ

Current

April 25, 2022 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 1000 Atrium Way Suite 100, Mount Laurel, NJ 08054

CRD#: 173962

Mount Laurel, NJ

Past

October 17, 2018 - April 12, 2022

PFS INVESTMENTS INC.

RIA

CRD#: 10111

MORGANVILLE, NJ

Past

September 19, 2018 - April 12, 2022

PFS INVESTMENTS INC.

CRD#: 10111

MORGANVILLE, NJ

Past

June 6, 2018 - August 5, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WALL, NJ

Past

June 5, 2018 - August 5, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

WALL, NJ

Past

August 30, 2016 - December 31, 2016

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

MANASQUAN, NJ

Past

August 18, 2016 - December 31, 2016

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

Manasquan, NJ

Past

October 5, 2011 - August 25, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

May 17, 2011 - August 25, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

September 15, 2009 - April 15, 2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

MONROE TOWNSHIP, NJ

Past

April 22, 2009 - August 6, 2009

EQUITABLE ADVISORS, LLC

CRD#: 6627

MANASQUAN, NJ

Past

December 7, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ISELIN, NJ

Past

December 7, 2006 - September 10, 2007

WALNUT STREET SECURITIES, INC.

CRD#: 15840

ISELIN, NJ

Past

December 7, 2006 - September 10, 2007

TOWER SQUARE SECURITIES, INC.

CRD#: 833

ISELIN, NJ

Past

December 7, 2006 - September 10, 2007

NEW ENGLAND SECURITIES

CRD#: 615

ISELIN, NJ

Past

December 7, 2006 - September 10, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ISELIN, NJ

Past

May 6, 2002 - November 21, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New Jersey
(4/25/2022)

IAR

New Jersey
(4/26/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/26/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/4/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/3/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/20/2011

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/18/2011

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 1/3/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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Contact information

Main Address

303 E. Wacker Drive 5th Fl, Chicago, IL 60601

Mailing Address

Phone number

(844) 553-9083

Established

Firm type

Fiscal year end

# of Employees

384

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

BLAS-ADV-PART2A 03012025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	14,938
AUM (Assets Under Management)	$ 1,943,847,697

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.

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Firm Stability Insights

Nevine M. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nevine Magdy George's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

EQUITABLE ADVISORS, LLC

METROPOLITAN LIFE INSURANCE COMPANY

WALNUT STREET SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

NEW ENGLAND SECURITIES

MSI FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2011

Series 63

Date: 5/4/2007

SIE

Date: 10/1/2018

Series 7

Date: 5/3/2002

Series 10

Date: 6/20/2011

Series 9

Date: 5/18/2011

Series 24

Date: 1/3/2007

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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