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Georgia Nmn Mourtzinou

Savvi Financial LLC

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About Georgia Nmn Mourtzinou

Georgia Mourtzinou is a financial advisor currently registered with Savvi Financial LLC. Georgia has a history of working in the financial services industry, having previously worked with Columbia Management Investment Distributors, Inc., Riversource Distributors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Georgia is registered in Massachusetts.

Firm Information

Georgia Mourtzinou is currently registered with Savvi Financial LLC. Savvi Financial LLC is a Waltham, MA-based investment advisor with 6 Investment Adviser Representatives and 2 licensed agents. They manage $35,947,000 in regulatory assets for 207 client accounts. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
Savvi Financial LLC

465 WAVERLEY OAKS RD

WALTHAM, MA 02452-8422

$35.95M

Assets Under Management

4,700

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Georgia Mourtzinou’s Registration & Firm History

MA

11/12/2013 - Present

Savvi Financial LLC (WALTHAM MA)

MA

01/02/2009 - 07/13/2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (CAMBRIDGE MA)

MA

01/02/2008 - 01/02/2009

RIVERSOURCE DISTRIBUTORS, INC. (CAMBRDIGE MA)

MN

10/30/2003 - 12/31/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

10/30/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/06/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Georgia Nmn Mourtzinou.
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