Unclaimed
George Christiani is a financial professional with over 27 years of experience in the financial services industry. George is currently a registered representative of Fidelity Personal And Workplace Advisors and is licensed to provide investment advice in Connecticut, Delaware, Maryland, Massachusetts, New Hampshire, New Jersey, New York and Pennsylvania. George has a strong background in providing financial planning services, portfolio management, and educational seminars. George is a Certified Financial Planner™ professional and has extensive knowledge of the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
PA
06/28/1994 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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