Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge James Sousoulas is an investment advisor representative associated with Stephens. George has been in the financial services industry for over 30 years, and is registered to provide investment advice in a variety of states across the United States. George has a strong track record of providing financial planning and portfolio management services to individual and institutional clients. His experience encompasses a range of investment strategies and asset classes. George is also a registered principal and holds several professional certifications, including the Series 7, 10, 24, 63, and 65 licenses. In addition to his current position at Stephens, George has also worked at Raymond James & Associates, Inc., PaineWebber Incorporated, A. G. Edwards & Sons, Inc., Wunderlich Securities, Inc., Banc of America Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC.
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.
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.
1
2
TN
03/17/2016 - Present
Stephens (MEMPHIS TN)
MS
05/16/2012 - 03/18/2016
WELLS FARGO ADVISORS, LLC (RIDGELAND MS)
TN
03/31/2011 - 05/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GERMANTOWN TN)
TN
08/25/2008 - 04/01/2011
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
08/08/2003 - 08/25/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (MEMPHIS TN)
FL
09/03/1993 - 08/27/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
10/17/1991 - 08/20/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
04/23/1985 - 10/21/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/21/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 3 - National Commodity Futures Examination
BC
Issued 04/20/1985
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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