Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Georgopoulos is a financial advisor at Cresset Asset Management, LLC. Christopher has over 10 years of experience in the financial industry. Christopher is registered with the state of Florida. Christopher has a Series 66 and Series 7 license and holds a SIE designation. Christopher's experience includes time at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Madison Proprietary Trading Group, LLC, and RBC Professional Trader Group LLC. Christopher has a strong focus on providing financial planning, portfolio management, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
01/11/2022 - Present
Cresset Asset Management, LLC (CHICAGO IL)
FL
11/15/2017 - 01/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
NY
09/03/2009 - 11/19/2010
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
04/24/2006 - 09/10/2009
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
BOTH
Issued 01/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher Georgopoulos is the right advisor for you? Invested Better is here to help.
