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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Marinelli is a financial advisor registered with Fisher Investments. George has been in the industry since June 2015. George is licensed in Florida and Texas. George has been with Fisher Investments since April 2021. George has previously worked at PFS Investments, Key Investment Services, Wells Fargo Clearing Services, and Wells Fargo Bank, NA. George holds the Series 6, 7TO, 63, and 66 licenses. George specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/24/2021 - Present
Fisher Investments (PLANO TX)
PA
07/15/2019 - 04/01/2021
WELLS FARGO CLEARING SERVICES, LLC (DRESHER PA)
PA
12/13/2018 - 05/07/2019
KEY INVESTMENT SERVICES LLC (Frazer PA)
NJ
06/16/2018 - 12/17/2018
PFS INVESTMENTS INC. (LODI NJ)
BOTH
Issued 01/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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