Unclaimed
George Sinanis is an investment professional with over 23 years of experience in the financial services industry. George is registered with Western International Securities, Inc. and is licensed to offer securities and investment advisory services in California, Montana, New York, Virginia and Washington. George has previously worked at UnionBanc Investment Services, LLC, Citigroup Global Markets Inc. and WAMU Investments, Inc. George holds the Series 7, 31, 53, 66 and Series 24 licenses and has passed the SIE Exam. George is also licensed as an agent to sell Accident & Health, Life, and Variable Insurance. George specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans.
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.
1
2
CA
03/25/2019 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
12/17/2009 - 01/14/2013
UNIONBANC INVESTMENT SERVICES, LLC (ENCINO CA)
CA
09/03/2008 - 12/19/2009
CITIGROUP GLOBAL MARKETS INC. (NEWBURY PARK CA)
CA
03/28/2001 - 09/10/2008
WAMU INVESTMENTS, INC. (NORTH HOLLYWOOD CA)
NY
04/20/2000 - 01/09/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 05/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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