Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Elias has been in the financial services industry since 2008. George has a Series 7, Series 31, and Series 66 license. George is currently registered with Sorrento Pacific Financial, LLC. Prior to that, George was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. George specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
04/05/2017 - Present
Sorrento Pacific Financial, LLC (SAN DIEGO CA)
CA
03/16/2011 - 04/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ROSA CA)
CA
06/01/2009 - 01/25/2010
MORGAN STANLEY SMITH BARNEY (CONCORD CA)
CA
06/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CONCORD CA)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure George Elias is the right advisor for you? Invested Better is here to help.
