Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Legakis is an investment advisor representative with Cetera Investment Advisers LLC and has been in the financial industry for over 20 years. George is registered with the state of New York as an investment advisor representative. George is also registered with the state of Texas as an investment advisor representative and with the state of Pennsylvania as an investment advisor representative. George has a long history of working with individuals and families to help them reach their financial goals. In addition to his role as an investment advisor representative, George is also the owner of Gak Wealth Management LLC, a real estate holding and leasing company. George is committed to providing his clients with personalized financial advice and guidance.
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
PA
01/02/2019 - Present
Cetera Investment Advisers LLC (LORDS VALLEY PA)
NY
10/02/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BROOKLYN NY)
PA
01/10/2005 - 12/04/2015
J.P. TURNER & COMPANY, L.L.C. (Lords Valley PA)
NY
09/27/2004 - 01/06/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
04/15/1999 - 10/10/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BOTH
Issued 10/1/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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