Unclaimed
George Sarlanis is a financial advisor with Snowden Capital Advisors LLC. George has been a registered representative for over 13 years and has a strong background in the financial services industry. George provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions. Prior to joining Snowden Capital Advisors LLC, George was a financial advisor at OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/02/2024 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
AZ
09/01/2023 - 12/26/2023
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
AZ
10/02/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
10/02/2017 - 06/05/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/02/2017 - 06/05/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
10/02/2017 - 06/05/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
02/22/2013 - 09/21/2017
INTERACTIVE BROKERS LLC (GREENWICH CT)
NY
10/15/2010 - 02/07/2013
CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)
MO
07/17/2009 - 08/26/2009
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/2018
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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