Unclaimed
George Tajti is a registered Investment Advisor Representative (IAR) in Florida. George is associated with French Capital Management, LLC in Jacksonville, Florida. He is licensed to offer investment advice to individuals and pension plans. George has over 10 years of experience in the financial industry. He has held previous positions with J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC and Cadaret, Grant & Co., 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/05/2021 - Present
French Capital Management, LLC (JACKSONVILLE FL)
FL
01/14/2019 - 04/03/2019
CADARET, GRANT & CO., INC. (Saint Johns FL)
FL
01/07/2016 - 07/14/2017
J.P. MORGAN SECURITIES LLC (JACKSONVILLE FL)
FL
03/05/2014 - 10/30/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
06/28/2011 - 02/08/2013
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
FL
06/16/2010 - 06/14/2011
SHEARSON FINANCIAL SERVICES, LLC (BOCA RATON FL)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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