Unclaimed
George Ladeas is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management and a focus on providing advisory services for a range of clients, including individuals, businesses, and charitable organizations. George has been in the industry since June 18, 2009 and holds a Series 7, Series 24 and Series 63 license. George is registered in 53 states and the District of Columbia. He is a highly experienced advisor who can help you achieve your financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
02/22/2018 - Present
LPL Financial LLC (FORT MILL SC)
NY
06/09/2009 - 02/12/2018
MORGAN STANLEY (PURCHASE NY)
BC
Issued 06/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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