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George Bela Holecsko

Charles Schwab & CO., Inc.

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About George Bela Holecsko

George Holecsko is a financial advisor with Charles Schwab & CO., Inc. based in Land O'Lakes, FL. George has been in the financial services industry since 2007. George has passed the Series 6, 7, 24, 63, and 65 exams and holds the Certified Financial Planner and Chartered Financial Consultant designations.

Firm Information

George Holecsko is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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George Holecsko’s Registration & Firm History

FL

05/28/2020 - Present

Charles Schwab & CO., Inc. (Land O'Lakes FL)

FL

12/13/2010 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

FL

02/21/2008 - 07/29/2009

QA3 FINANCIAL CORP. (ST PETERSBURG FL)

MA

04/18/2001 - 11/14/2002

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 08/14/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/21/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2008

Series 7 - General Securities Representative Examination

BC

Issued 04/17/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for George Bela Holecsko.
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