Unclaimed
George Georgiades is a financial advisor with Sanctuary Advisors, LLC, a firm that provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and charitable organizations. George has been in the financial industry since 1987, and has worked with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. George holds a Series 7, 9, 10, 31, and 63 licenses, and is registered with the state of Texas as an Investment Advisor Representative. George is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
TX
06/28/2019 - Present
Sanctuary Advisors, LLC (College Station TX)
TX
02/24/1987 - 07/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLLEGE STATION TX)
BC
Issued 03/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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