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MG

Michael George

GEORGE FINANCIAL SERVICES
Canton, OH 44704
Some features on this profile are disabled
CRD#: 6770008
MG

Professional summary

Michael George, who also goes by Michael Brennan George, is a registered financial advisor currently at GEORGE FINANCIAL SERVICES located in Canton, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Brennan 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.
Headtrauma Entertainment - Start date 2020. Non Investment Related, DJ services, contractor basis, 15 hours/week. 4305 Fulton Dr NW, Canton, OH 44718. Growing for Good LTD - Owner - Start date 2016. Non Investment Related, Plant Sales. 920 Walnut Ave NE, Canton, OH 44704

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael 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®
None

Experience

Current

April 8, 2022 - Present

GEORGE FINANCIAL SERVICES

Office #1: 920 Walnut Ave. Ne, Canton, OH 44704
RIA
CRD#: 319091
Canton, OH
Past

November 10, 2021 - March 31, 2022

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
CANTON, OH

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
(4/8/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/8/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/10/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/12/2021
Securities Industry Essentials Examination

Current Firm

GF
GEORGE FINANCIAL SERVICES
GEORGE FINANCIAL SERVICES | GEORGE FINANCIAL SERVICES LLC

CRD#: 319091 / SEC#:

Ohio
Registered Investment Advisory firm - (4/8/2022 Approved)
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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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts135
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.

Company Information

GEORGE FINANCIAL SERVICES

CRD#: 319091Canton, OH 44704

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