Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Makris is a financial professional with over 35 years of experience in the industry. George currently works as a Registered Representative for Osaic Wealth, Inc. George has held previous positions at Signator Investors, Inc. and Transamerica Financial Advisors, Inc., both of which are broker-dealer firms. George's experience includes a wide range of financial services, including financial planning, portfolio management, and insurance sales. George is licensed to conduct business in 17 states and is also registered as an Investment Advisor Representative in Ohio.
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
OH
11/02/2018 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CINCINNATI OH)
OH
04/01/1991 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CINCINNATI OH)
NA
08/04/1986 - 04/01/1991
PW SECURITIES, INC.
NA
10/15/1985 - 08/14/1986
INA SECURITY CORPORATION
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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