George
Kay
W&S Brokerage Services, Inc
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About this Advisor
George Kay is a financial advisor based in Cincinnati, Ohio, working with W&S Brokerage Services, Inc. George has previously held positions at New York Life Ins, Nylife Securities Inc, W&S Brokerage Services, and Western & Southern Life. George has passed the Series 63 regulatory exam and is registered to provide services in Florida, Louisiana, and Texas. Currently, George is part of W&S Brokerage Services, Inc, which operates out of Cincinnati, Ohio. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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W&S Brokerage Services, Inc Brokerage Details
$122,864,622
85
451
$272,427
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
George Kay Work History
W&S Brokerage Services
Western & Southern Life
New York Life Ins
Nylife Securities Inc
Disclosures
Please visit the SEC profile of George Kay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at W&S Brokerage Services, Inc
Jacksonville, FL
Cincinnati, OH
Findlay, OH
Cincinnati, OH
Owings Mills, MD
Orland Park, IL
Loveland, OH
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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