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George C. Nardone, ChFC,AIF®

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 25 years of experience in portfolio management and small business planning. George specializes in retirement and estate planning for business owners and entrepreneurs, non-for profits and individuals.


PROFESSIONAL ACTIVITIES

  • Financial Planning Association

  • Society of Financial Service Professionals, Immediate Past President

  • Estate Planning Council of Central New York 

  • National Association of Insurance and Financial Advisors

LICENSES and DESIGNATIONS

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

  • General Securities Sales 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

  • Recipient of the Accredited Investment Fiduciary, AIF® designation


 CIVIC and CHARITABLE ACTIVITIES

  • Member of Upstate Venture Association of New York

  • AHEPA Chapter 37, President

  • AHEPA National Housing, Vice-President

  • CNY Arts, Inc, Past President 2015-2016, Board Member 2017-2018

120 Madison Street, 1700 AXA Tower II
Syracuse, NY 13202
Phone: (315) 472-6221
Fax: (315) 701-2789
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services,
 we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. 

Investment products and services available only to residents of:  New York, Florida, California, Maine, Massachusetts,Colorado, New Jersey, Connecticut, Virginia, South Carolina, Washington, Georgia, Maryland, Alabama and Indiana .

Securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC
110 West Fayette Street, 5th Floor, Syracuse, NY 13202

Diversified Capital Management, LLC and ETFidea, LLC  are not affiliated with Cadaret, Grant & Co., Inc.



This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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