Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Maniatis is a registered investment advisor representative with Prime Capital Financial. George has been in the industry for over 20 years and has held previous roles with Charles Schwab & Co., Inc., American Skandinavia Marketing, Inc. and Janus Distributors, Inc. George specializes in providing financial planning, pension consulting, and investment advisory services to individuals, businesses, and retirement plans. George is also a registered representative with the state of Colorado and Texas.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
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.
Seminar fees, promoter fees, subscription fee financial plans
1
2
CO
01/21/2021 - Present
Prime Capital Financial (Denver CO)
CO
10/22/2018 - 12/06/2022
PRIVATE CLIENT SERVICES, LLC (DENVER CO)
CO
06/22/2004 - 08/30/2017
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CT
01/23/2002 - 06/03/2004
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
CO
02/28/2000 - 12/19/2000
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 04/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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