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George Elkin

33 Years of Experience
Bohemia, NY
BrokerSells Insurance

George Elkin is a registered investment advisor, based in Bohemia, NY, with 33 years of industry experience.

Location

3920 Veterans Memorial Hwy, Suite 1, Bohemia, NY, 11716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

George is a financial professional at North Ridge Wealth Planning, dedicating full-time hours to financial services. He also works as an insurance agent selling life and annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
American Portfolios Advisors, INC
November 2009 - September 2024 · 14 yrs 10 mos
American Portfolios Financial Services, INC.Broker
September 2001 - September 2024 · 23 yrs
Nathan & Lewis Securities, INC.Broker
May 1996 - October 2001 · 5 yrs 5 mos
Mfi Investments CORP.Broker
September 1993 - May 1996 · 2 yrs 8 mos
American Express Financial Advisors INC.Broker
August 1993 - November 1993 · 3 mos
Ids Life Insurance CompanyBroker
August 1993 - November 1993 · 3 mos
Barrett Day Securities, INC.Broker
March 1989 - April 1990 · 1 yr 1 mo
Investors Center, INC.Broker
January 1989 - March 1989 · 2 mos
State Registrations28 states
ALAZCACOCTDEFLGAMAMDMEMNMTNCNHNJNVNYPARISCSDTNTXVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.