Unclaimed
George Zaharopoulos is a financial advisor with Measured Wealth Private Client Group, LLC. George has been in the financial services industry since 2004. George's previous experience includes positions at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and HD Vest Investment Services. George is a Certified Financial Planner® and holds the Series 7 and Series 66 securities licenses. George specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and small businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NH
03/01/2024 - Present
Measured Wealth Private Client Group, LLC (PORTSMOUTH NH)
NH
01/22/2021 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (PORTSMOUTH NH)
NH
10/04/2017 - 11/09/2020
WELLS FARGO CLEARING SERVICES, LLC (PORTSMOUTH NH)
MA
03/30/2016 - 08/16/2017
MML DISTRIBUTORS, LLC (BOSTON MA)
MA
08/17/2015 - 01/27/2016
HD VEST INVESTMENT SERVICES (Methuen MA)
MA
11/03/2014 - 07/13/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRAMINGHAM MA)
CT
01/09/2008 - 09/11/2014
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
MA
03/16/2004 - 10/29/2007
AXA ADVISORS, LLC (CHICOPEE MA)
BOTH
Issued 05/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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