Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Frank Maniatis is a financial professional with over 25 years of experience in the industry. George is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with WELLS FARGO ADVISORS, LLC, BB&T INVESTMENT SERVICES, INC., THRIVENT INVESTMENT MANAGEMENT INC., and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. George holds several licenses and registrations, including Series 6, 7, 24, 63, and 65. George specializes in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DE
07/07/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILMINGTON DE)
DE
02/11/2013 - 06/01/2016
WELLS FARGO ADVISORS, LLC (MIDDLETOWN DE)
MD
08/16/2011 - 01/18/2013
BB&T INVESTMENT SERVICES, INC. (SALISBURY MD)
DE
01/13/2010 - 08/18/2011
THRIVENT INVESTMENT MANAGEMENT INC. (MIDDLETON DE)
PA
07/21/1997 - 11/09/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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