Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Solon Tsandikos is a financial advisor with Rockefeller Financial LLC. George has over 20 years of experience in the financial services industry. George's current registrations include Florida and Massachusetts. George also holds Series 63, 66, 7, and SIE licenses. George has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Rockefeller Financial LLC, George was employed by J.P. Morgan Securities 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.
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
FL
06/16/2021 - Present
Rockefeller Financial LLC (Palm Beach FL)
NY
05/01/2001 - 02/19/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/03/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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