Unclaimed
George Vangelakos is a financial advisor with over 29 years of experience in the financial services industry. George is currently registered with PNC Investments and holds a Series 7, Series 63, and Series 66 licenses. He specializes in providing financial advice to individuals, businesses, and charitable organizations. George has a proven track record of success in helping clients achieve their financial goals. He has helped clients with a wide range of financial needs, including retirement planning, investment management, and estate planning. George is committed to providing his clients with the highest level of personalized service and financial 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/01/2011 - Present
PNC Investments (BERGENFIELD NJ)
NJ
05/04/2006 - 05/17/2011
WELLS FARGO ADVISORS, LLC (PARAMUS NJ)
NJ
01/28/2000 - 01/18/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
05/12/1992 - 02/01/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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