George is a Registered Representative associated with Cadaret, Grant & Co., Inc., an FINRA member firm.  Prior to joining ETFidea, LLC, George worked with local trust and asset management organizations. George has over 20 years of experience in portfolio management and small business planning. George specializes in retirement and estate planning for business owners, non-for profits and individuals.


PROFESSIONAL ACTIVITIES

• Financial Planning Association

• Society of Financial Service Professionals, Secretary-elect, Board Member

• Estate Planning Council of Central New York
   

LICENSES and DESIGNATIONS

• Series 7, Series 63 and Series 65 (Uniform Investment Advisor) Securities Licenses

• General Securities Supervisor, Series 9

• General Options Supervisor License, Series 10

• Life, Accident and Health Insurance License (New York State)

• Recipient of the Chartered Financial Consultant (ChFC) designation
   

CIVIC and CHARITABLE ACTIVITIES

• Member of Upstate Venture Association of New York

• Member of CNY Med Tech

• Entrepreneur Council of Central New York

• AHEPA Chapter 37, President