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George is a Registered Representative associated
with Cadaret, Grant & Co., Inc., a FINRA member firm. Prior to
joining Diversified Capital Management, LLC, George worked with
local trust and asset management organizations. George has over 15
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
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Financial Planning Association
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Society of Financial Service Professionals
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Estate Planning Council of Central New York
LICENSES and DESIGNATIONS
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Series 7, Series 63 and Series 65 (Uniform
Investment Advisor) Securities Licenses
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General Securities Sales Supervisor, Series 9
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General Options Supervisor License, Series 10
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Life, Accident and Health Insurance License (New
York State)
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Recipient of the Chartered Financial Consultant (ChFC)
designation
CIVIC and CHARITABLE
ACTIVITIES
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