Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Carathimas is a financial advisor with Ameritas Advisory Services, LLC. George has been in the financial services industry since 1995 and is registered with both FINRA and the state of California. In addition to his role with Ameritas, George also manages a number of rental properties. George holds the Series 6, 7, 63 and 66 licenses and has extensive experience providing financial planning services to individuals, corporations, and charitable organizations. George and Ameritas Advisory Services, LLC are committed to helping clients 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.
Solicitor fees
1
2
CA
08/29/2023 - Present
Ameritas Advisory Services, LLC (SAN RAMON CA)
CA
02/23/2001 - 06/30/2006
CARILLON INVESTMENTS, INC. (SAN RAMON CA)
CA
03/26/1997 - 03/06/2001
JRL CAPITAL CORPORATION (IRVINE CA)
TX
10/19/1995 - 12/01/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CA
09/09/1996 - 02/11/1997
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
CA
02/27/1996 - 07/25/1996
INVESTMENT ARCHITECTS, INC. (PETALUMA CA)
BOTH
Issued 01/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure George Carathimas is the right advisor for you? Invested Better is here to help.
