Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Galanis is a financial advisor with over 30 years of experience in the financial services industry. George is currently registered with Morgan Stanley, where he has been since June 2009. He is also registered in multiple states. George has a broad range of experience in providing financial advice to individuals and families, including investment management, retirement planning, and college savings. He holds the Series 7, 31 and 63 securities licenses. George also holds the Series 65 Investment Advisor license.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (Dallas TX)
TX
01/09/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
04/27/2001 - 01/27/2009
UBS FINANCIAL SERVICES INC. (ADDISON TX)
TN
01/16/1998 - 05/09/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
01/02/1998 - 01/20/1998
DAIN RAUSCHER INCORPORATED
TX
07/22/1994 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NJ
02/12/1992 - 07/25/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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