Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Anthony Bellos is a financial advisor at Wells Fargo Clearing Services, LLC. George has been in the industry since September 1995. George holds a Series 63 and Series 65 license, and is registered as a Registered Representative in multiple states including Delaware, New Jersey, Pennsylvania, and Texas. George also holds a Series 7 and Series 10 licenses. George previously worked at First Union Brokerage Services, Inc., and First Clearing Corporation. George provides investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and 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.
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.
Investment consulting services to institutional clients
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
NJ
01/10/2022 - Present
Wells Fargo Clearing Services, LLC (MARGATE NJ)
NC
05/06/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
09/27/1995 - 09/03/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
IA
Issued 06/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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