Unclaimed
George Bouzakis is a financial advisor with over 17 years of experience in the industry. George is currently registered with Franklin Distributors, LLC, a firm based in Fort Lauderdale, Florida. Previously, George has worked with firms such as Oppenheimer & Co. Inc. and Neuberger Berman Management Inc. George has a Series 7, Series 63, and SIE licenses, and is currently registered to sell securities in Florida and New York.
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.
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.
1
2
FL
02/24/2009 - Present
Franklin Distributors, LLC (FORT LAUDERDALE FL)
NY
07/14/2005 - 03/18/2008
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
NY
08/17/2004 - 09/21/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/05/2004 - 08/13/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
BC
Issued 08/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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