Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Spiro Karageorge is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Athens, Ohio. James has been in the industry since 1993. James is registered with the state of Ohio and Texas. James's previous employers include Wells Fargo Advisors Financial Network, LLC and Fifth Third Securities, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
02/04/2021 - Present
Raymond James Financial Services Advisors, Inc. (Athens OH)
OH
11/20/2003 - 02/05/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ATHENS OH)
OH
01/05/1993 - 12/15/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 05/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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