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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Spiropoulos is a financial advisor with over 25 years of experience in the financial services industry. George currently works at Morgan Stanley and is registered as a broker-dealer in New Jersey, New York, and Texas. George has previously worked at Citigroup Global Markets Inc. and Olde Discount Corporation. George has a Series 7, Series 3, Series 52, Series 63, and Series 65 licenses. George is also a Certified Financial Planner. George provides financial planning, investment management, and asset allocation advice to individuals, families, businesses, and institutions. George has a strong commitment to providing his clients with personalized financial advice and strategies to help them reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (New York NY)
NY
10/19/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MI
08/27/1996 - 09/16/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2004
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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