Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Yankoupe is a financial advisor with over 18 years of experience in the financial services industry. George is currently registered with Gradient Securities, LLC in Arden Hills, MN. George is also registered as an investment advisor representative in Michigan and Minnesota. Prior to joining Gradient Securities, LLC, George was employed by Allied Beacon Partners, Inc. and Workman Securities Corporation. George has a broad range of experience in the financial services industry, including investment advisory, financial planning, and insurance. George has a Series 6, Series 7, and Series 66 license. George is committed to providing his clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Solicitor fees
1
2
MN
02/02/2015 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
MN
10/03/2011 - 10/01/2012
ALLIED BEACON PARTNERS, INC. (MAPLE GROVE MN)
MN
04/25/2007 - 09/30/2011
WORKMAN SECURITIES CORPORATION (FLETCHER MN)
CO
03/12/2004 - 05/03/2005
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
CO
03/27/2003 - 10/07/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
12/06/2001 - 04/15/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
05/09/2001 - 06/29/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 07/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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