Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Terlizzi is an Investment Advisor Representative with Arkadios Wealth Advisors. George has been in the financial services industry for over 25 years. George is registered to offer investment advice in Georgia, North Carolina, and South Carolina. George has experience working with both high-net-worth individuals and corporations. George's primary focus is financial planning and portfolio management for individuals. George can also provide pension consulting services.
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.
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
NC
09/29/2022 - Present
Arkadios Wealth Advisors (Charlotte NC)
NC
08/30/2022 - 12/31/2023
ARKADIOS CAPITAL (Charlotte NC)
NC
06/26/2012 - 08/30/2022
KALOS CAPITAL, INC. (CHARLOTTE NC)
BOTH
Issued 03/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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