Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Karolis is a financial professional with over three years of experience in the industry. He is currently registered with Presidio Merchant Partners LLC in Peachtree Corners, Georgia. George holds the Series 63, Series 79TO, Series 24, and SIE licenses. George is also registered as an investment advisor representative in Georgia and Connecticut.
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.
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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GA
12/17/2019 - Present
Presidio Merchant Partners LLC (Peachtree Corners GA)
BC
Issued 12/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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