Unclaimed
Georgiana Darie is a registered investment advisor representative with LPL Financial LLC. Georgiana has been in the industry since 2021 and holds the Series 66, Series 7TO, and SIE licenses. Georgiana works out of the Camden, Maine office. She provides financial planning, portfolio management, and other advisory services to individuals and businesses. Georgiana is also registered as an investment advisor representative in the following states: California, Florida, Georgia, Maine, Massachusetts, New Jersey, Ohio, Pennsylvania, and Virginia.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ME
09/04/2024 - Present
LPL Financial LLC (CAMDEN ME)
BOTH
Issued 12/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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