Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Markoulakis is a financial advisor with MML Investors Services, LLC. George has been in the industry since 1993. George has been registered with the firm since 2018. Previously, George has been registered with Cetera Advisor Networks LLC, New England Securities, MetLife Securities Inc., Walnut Street Securities, Inc. and Tower Square Securities, Inc. George has Series 4, 7, 24, 52TO, 53 and 63 licenses. George is also registered with the state of Massachusetts.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
06/20/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
10/03/2014 - 06/15/2018
CETERA ADVISOR NETWORKS LLC (WORCESTER MA)
MA
04/24/2014 - 10/02/2014
NEW ENGLAND SECURITIES (WESTBORO MA)
MA
12/03/2012 - 10/02/2014
METLIFE SECURITIES INC. (WESTBORO MA)
CT
03/13/2008 - 04/07/2011
METLIFE SECURITIES INC. (BLOOMFIELD CT)
CT
03/13/2008 - 04/07/2011
NEW ENGLAND SECURITIES (BLOOMFIELD CT)
CT
01/16/2007 - 04/07/2011
WALNUT STREET SECURITIES, INC. (BLOOMFIELD CT)
CT
01/07/1998 - 04/07/2011
TOWER SQUARE SECURITIES, INC. (BLOOMFIELD CT)
MA
08/21/1996 - 12/31/1997
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NA
04/24/1992 - 02/13/1996
SHAWMUT BROKERAGE, INC.
NY
01/24/1989 - 11/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/20/1988 - 11/05/1988
J. T. MORAN & CO., INC.
NA
02/23/1988 - 05/24/1988
SHERWOOD CAPITAL, INC.
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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