Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Kostas Stambouloglou is a financial advisor with LPL Financial LLC. George has been in the industry since September 5, 2005, and has a diverse background. He previously worked at Raymond James Financial Services, Inc., Infinex Investments, Inc., Santander Securities LLC, LifeMark Securities Corp., and CADARET, GRANT & CO., INC. George is registered to provide investment advice in Connecticut, California, Delaware, Florida, Georgia, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Texas, and Virginia. George is a Registered Representative with LPL Financial LLC and holds the Series 6, 7, 63, and 65 licenses as well as the SIE.
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
CT
06/04/2021 - Present
LPL Financial LLC (MONROE CT)
CT
10/21/2019 - 06/02/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (CROMWELL CT)
CT
01/08/2016 - 10/21/2019
INFINEX INVESTMENTS, INC. (ROCKVILLE CT)
CT
12/09/2014 - 01/11/2016
SANTANDER SECURITIES LLC (NEWINGTON CT)
CT
05/12/2014 - 11/21/2014
LIFEMARK SECURITIES CORP. (BEACON FALLS CT)
CT
08/22/2012 - 04/07/2014
INFINEX INVESTMENTS, INC. (WATERBURY CT)
CT
01/31/2011 - 08/09/2012
LPL FINANCIAL LLC (NEW HAVEN CT)
CT
02/17/2010 - 01/26/2011
CADARET, GRANT & CO., INC. (WATERTOWN CT)
CT
01/27/2010 - 02/03/2010
GREAT AMERICAN ADVISORS, INC. (FARMINGTON CT)
CT
02/11/2008 - 12/09/2009
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MO
11/29/2001 - 02/27/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IN
03/30/2001 - 08/28/2001
CONSECO SECURITIES, INC. (CARMEL IN)
CT
02/16/2000 - 03/29/2001
INFINEX INVESTMENTS, INC. (MERIDEN CT)
IA
Issued 04/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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