Unclaimed
George Prezioso has been a registered investment advisor representative for 39 years. George is associated with Janney Montgomery Scott LLC and is registered to offer investment advice in 24 states. George holds Series 7, 9, 10 and 63 licenses. George is an active member of the Bay Ridge Catholic Academy board and the Bay Ridge Historical Society.
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.
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.
Fee plus commission
1
2
NY
10/07/2021 - Present
Janney Montgomery Scott LLC (Brooklyn NY)
BC
Issued 03/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure George Prezioso is the right advisor for you? Invested Better is here to help.