Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Thomas Mantzoros is a financial advisor with over 40 years of experience in the industry. George is currently registered as a registered representative with LPL Enterprise, LLC, and an investment advisor representative in Pennsylvania and Texas. George holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE. George also holds the Certified Financial Planner and Chartered Financial Consultant designations. George's previous experience includes roles with Prudential Insurance Company of America and Pruco Securities, LLC. George specializes in providing consulting and other non-discretionary advisory services, financial planning, educational seminars, and portfolio management for businesses and individuals. George's firm, LPL Enterprise, LLC, offers a wide range of financial products and services, including investment management, financial planning, retirement planning, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
PA
11/14/2024 - Present
LPL Enterprise, LLC (WARRINGTON PA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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