PROFESSIONAL SPECIALTIES
Comprehensive Financial Planning
Retirement Planning
Estate Planning
Wealth Management Strategies
Life, Disability Income, and Long Term Care Insurance
Business Succession Planning
Executive Compensation Design
Retirement Plan & Benefit Evaluation and Design
QUALIFICATIONS
Investment Advisor Representative - MML Investors Services, Inc.
Financial Services Associate - Wienken & Associates, 1996
Registered Representative - MML Investors Services, Inc., 1996
BS in Biology - Elizabethtown College, 1985 (Liberal Arts)
FINRA Series 7 Registration, (General Securities)
FINRA Series 65 Registration, (Uniform Investment Adviser Law Examination)
Completed American College, ChFC®
Completed CFP® Designation
CFP® Core Couses: Investment, Retirement Planning, Financial Decisions at Retirement, Estate Planning, Insurance and Financial Planning, and Income Tax Planning
National Association of Insurance & Financial Advisors
Member Million Dollar Round Table (MDRT), 2000 - 2009
MDRT Court of the Table 2007, 2008, 2009
Member Financial Planning Association
PERSONAL
D.O.B. - August 19, 1963
Married (Kelly)
2 Children (Hannah, Caroline)
Trinity Lutheran Church, Camp Hill
Prior Air Force ANG Pilot and Officer
Hobbies include golf and tennis
Email: bgeorge@finsvcs.com
Brent R. George is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Supervisory Office: 100 Corporate Center Dr., #201, Camp Hill , PA 17011 (717) 763-7365.
CRN201103-117310