Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge John Argeris is an Investment Advisor Representative who has been active in the industry since July 14, 1993. Currently, George John Argeris is registered with LPL Financial LLC in Valencia, CA. George John Argeris has also held previous registrations with KIRLIN SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. George John Argeris holds a Series 63, Series 65, Series 7, Series 24 and SIE license. George John Argeris has passed the required exams and is registered to provide investment advice in Arizona, California, Florida, South Carolina, 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.
Consulting and other non-discretionary advisory services
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
CA
02/17/2011 - Present
LPL Financial LLC (VALENCIA CA)
NY
04/17/1995 - 02/25/1997
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
12/03/1992 - 04/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
06/15/1992 - 10/27/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/15/1992 - 10/27/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure George Argeris is the right advisor for you? Invested Better is here to help.
