Unclaimed
George Koutsioukis is a financial advisor currently registered with Janney Montgomery Scott LLC in Greenville, South Carolina. George has been in the industry since August 26, 2000, and has held previous positions with Raymond James & Associates, Inc. and UBS Financial Services Inc., among others. George holds the Series 7, Series 31, and Series 66 licenses. George specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
SC
09/03/2019 - Present
Janney Montgomery Scott LLC (Greenville SC)
SC
02/13/2013 - 09/10/2019
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
SC
01/23/2013 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GREENVILLE SC)
SC
06/15/2005 - 08/01/2012
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
NJ
08/14/2000 - 07/07/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/06/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 04/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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