Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge P. Folias is a registered representative and investment advisor representative with The Pinnacle Financial Group. George has been in the industry since 1990. George is registered with the state of New York and Florida. George works out of the Rockville Centre, NY branch office.
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.
Financial planning
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2
NY
09/04/2021 - Present
THE Pinnacle Financial Group (ROCKVILLE CENTRE NY)
NY
11/05/2010 - 04/21/2014
EDWARD JONES (OCEANSIDE NY)
NY
08/18/2006 - 11/09/2010
CHASE INVESTMENT SERVICES CORP. (ASTORIA NY)
NY
01/01/2005 - 08/14/2006
HSBC SECURITIES (USA) INC. (FOREST HILLS NY)
NY
12/02/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
MA
10/20/2004 - 12/01/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/22/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/06/2002 - 04/12/2004
IFMG SECURITIES, INC. (PURCHASE NY)
IL
01/14/2002 - 05/20/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
11/17/2000 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/14/2000 - 08/03/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
07/06/1990 - 12/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/06/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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