Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgia? Claim Your ProfileGeorgia Christodoulou has been a registered representative for over 40 years. Georgia is currently registered with MML Investors Services, LLC, in Wall Township, New Jersey, and has been with the firm since March 2017. Previously, Georgia has also worked for other firms including MSI Financial Services, Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, Steven R. Jacobson, B/D, and Gruntal & Co. Incorporated. Georgia has been active in the industry since 1983. Georgia holds the Series 63 and Series 65 licenses. Georgia also holds the SIE, Series 5, and Series 7 licenses. Georgia specializes in asset allocation, financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. In addition to her role with MML Investors Services, LLC, Georgia is also a Partner/Officer/Employee with Creative Risk, a property and casualty company, where she works 1 hour per month.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
06/07/2017 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
NJ
11/30/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEPTUNE NJ)
NJ
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WOODBRIDGE NJ)
NJ
05/10/2000 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
12/14/1992 - 05/23/2000
STEVEN R. JACOBSON, B/D (RIVERDALE NY)
NA
12/16/1987 - 12/31/1990
GRUNTAL & CO. INCORPORATED
NY
11/27/1981 - 12/31/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 08/07/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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