Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Makrys is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Boston, MA. George has over 15 years of experience in the industry and is registered in 52 states and the District of Columbia. George offers a wide range of services including financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
MA
10/20/2010 - 12/04/2015
BARCLAYS CAPITAL INC. (BOSTON MA)
MA
09/22/2008 - 04/23/2009
BARCLAYS CAPITAL INC. (BOSTON MA)
MA
08/06/2004 - 09/22/2008
LEHMAN BROTHERS INC. (BOSTON MA)
BOTH
Issued 02/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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