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 Giolekas is a registered investment advisor representative with Girard Advisory Services, LLC, located in Olmsted Township, OH. George has been in the financial services industry since November 2003. He has previously held positions at PNC INVESTMENTS, PNC FUNDS DISTRIBUTOR, LLC, NATCITY INVESTMENTS, INC., VICTORY CAPITAL ADVISERS, INC., MCDONALD INVESTMENTS INC., QUESTAR CAPITAL CORPORATION, FIRSTMERIT INVESTMENT SERVICES, CHARTER ONE SECURITIES, INC. and DEAN WITTER REYNOLDS INC. George is licensed to provide investment advice in Ohio and has passed the Series 63, Series 65, Series 7 and SIE exams. He is a registered representative of Girard Advisory Services, LLC. In addition to his financial services career, George also owns Echo Ridge Properties LLC, a real estate company located in Olmsted Township, OH.
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.
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
OH
04/11/2023 - Present
Girard Advisory Services, LLC (Olmsted Township OH)
OH
11/24/2020 - 08/06/2021
PNC INVESTMENTS (CLEVELAND OH)
OH
10/29/2009 - 11/20/2019
PNC FUNDS DISTRIBUTOR, LLC (CLEVELAND OH)
OH
08/04/2009 - 10/02/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
07/21/2005 - 09/30/2008
VICTORY CAPITAL ADVISERS, INC. (CLEVELAND OH)
OH
01/23/2003 - 05/18/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MN
08/06/2002 - 10/24/2002
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
OH
07/03/2002 - 07/22/2002
FIRSTMERIT INVESTMENT SERVICES (AKRON OH)
OH
01/05/2001 - 07/02/2002
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NY
04/23/1999 - 07/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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