Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Neofytidis is an investment advisor representative associated with Clearbridge Investments, LLC. George is a registered investment advisor representative in New York and has been in the financial services industry since June 25, 2000. George holds the Series 7, Series 63, and Series 65 securities licenses. George has experience working with individual investors, high-net-worth individuals, 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.
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.
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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NY
04/15/2021 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NY
06/26/2000 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 01/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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