Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Mantzoros is a financial advisor with Vanguard Advisers, Inc. George has been in the industry since 2008. He is a Certified Financial Planner and holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE. George has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. His specialties include financial planning, portfolio management, and selection of other advisors. He is registered to offer investment advice in Pennsylvania and Texas. George was previously affiliated with PRUCO SECURITIES, LLC. and FIDELITY BROKERAGE SERVICES LLC.
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.
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.
1
2
PA
03/27/2017 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
03/11/2009 - 01/28/2011
PRUCO SECURITIES, LLC. (CHALFONT PA)
FL
11/28/2008 - 02/10/2009
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
PA
09/18/2007 - 09/03/2008
PRUCO SECURITIES, LLC. (CHALFONT PA)
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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