Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Tsamutalis is a financial advisor with over 29 years of experience in the industry. George is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New Jersey, New York, and Texas. Previously, George worked at BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., SPENCER TRASK VENTURES, INC., COMMONWEALTH ASSOCIATES, and BERKELEY SECURITIES CORPORATION. George is licensed to provide securities and investment advisory services. George has a broad range of experience and expertise in various financial markets and products.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
10/10/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CLOSTER NJ)
NY
03/17/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/15/2000 - 02/28/2003
SPENCER TRASK VENTURES, INC. (NEW YORK NY)
NY
02/03/1995 - 05/31/2000
COMMONWEALTH ASSOCIATES (NEW YORK NY)
NY
11/22/1993 - 08/03/1999
BERKELEY SECURITIES CORPORATION (NEW YORK NY)
NA
03/24/1994 - 03/13/1996
BERKELEY SECURITIES CORPORATION
NY
10/25/1993 - 11/22/1993
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 03/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure George Tsamutalis is the right advisor for you? Invested Better is here to help.
