Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Anastasios Mahramas is a financial advisor with Raymond James & Associates, Inc. in Beachwood, OH. George has been in the industry since 1994, and has held licenses with a variety of firms, including Wells Fargo Advisors, LLC, UVEST Financial Services Group, Inc., Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., Legg Mason Wood Walker, Incorporated, McDonald Investments Inc., and KEY INVESTMENTS INC. George has extensive experience in portfolio management for individuals and businesses, as well as financial planning and pension consulting. George also provides educational seminars to clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
OH
08/30/2012 - Present
Raymond James & Associates, Inc. (BEACHWOOD OH)
OH
05/17/2011 - 08/23/2012
WELLS FARGO ADVISORS, LLC (AKRON OH)
OH
02/18/2010 - 05/16/2011
UVEST FINANCIAL SERVICES GROUP, INC. (STRUTHERS OH)
OH
09/25/2009 - 01/11/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CANFIELD OH)
OH
09/29/2005 - 09/25/2009
UBS FINANCIAL SERVICES INC. (CANFIELD OH)
MD
06/02/2005 - 08/31/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
OH
05/14/1999 - 06/01/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
11/19/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NJ
11/20/1997 - 12/02/1998
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
MN
03/24/1994 - 07/01/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 03/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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