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George Morakis

Schwab Wealth Advisory, Inc.

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About George Morakis

George Morakis is a financial advisor at Schwab Wealth Advisory, Inc. with over 10 years of experience in the industry. George is registered with the state of Texas and has Series 7, Series 63, and Series 66 securities licenses as well as the SIE exam. George holds the Certified Financial Planner designation. Prior to joining Schwab Wealth Advisory, Inc., George worked at Vanguard Marketing Corporation, J.P. Morgan Securities LLC and NYLIFE Securities LLC. George helps individuals and businesses with financial planning and portfolio management.

Firm Information

George Morakis is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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George Morakis’s Registration & Firm History

TX

08/27/2024 - Present

Schwab Wealth Advisory, Inc. (Westlake TX)

TX

08/20/2021 - 08/08/2024

VANGUARD MARKETING CORPORATION (Plano TX)

TX

03/13/2015 - 07/02/2020

J.P. MORGAN SECURITIES LLC (Plano TX)

NY

01/26/2012 - 04/01/2013

NYLIFE SECURITIES LLC (LAKE SUCCESS NY)

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Licenses & Designations

BOTH

Issued 03/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for George Morakis.
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