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George Paul Makranyi

Fidelity Personal AND Workplace Advisors

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About George Paul Makranyi

George Paul Makranyi is a financial advisor registered with Fidelity Personal and Workplace Advisors. George Makranyi has been a registered financial advisor for over 30 years. George is active in both the broker-dealer and investment advisor worlds. George is licensed in 13 states and has several professional certifications. George Makranyi is able to provide financial services for both individuals and businesses.

Firm Information

George Makranyi is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Makranyi’s Registration & Firm History

MI

10/02/2023 - Present

Fidelity Personal AND Workplace Advisors (GRAND BLANC MI)

MI

04/04/2011 - 10/16/2012

WORLD CAPITAL BROKERAGE, INC. (SOUTHFIELD MI)

CO

06/24/2008 - 12/22/2008

WORLD CAPITAL BROKERAGE, INC. (DENVER CO)

MI

06/20/2007 - 03/27/2008

WRP INVESTMENTS, INC. (BLOOMFIELD MI)

MI

11/29/2006 - 06/19/2007

IFMG SECURITIES, INC. (HOWELL MI)

MI

11/30/2005 - 12/31/2006

TCF INVESTMENTS, INC. (HOWELL MI)

NY

04/15/2004 - 12/02/2005

IFMG SECURITIES, INC. (PURCHASE NY)

IL

02/01/1999 - 04/06/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

IL

03/28/1996 - 02/01/1999

FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)

CA

06/18/1992 - 03/21/1996

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

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Licenses & Designations

BOTH

Issued 12/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/16/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for George Paul Makranyi. Review regulatory record here.
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