Unclaimed
Jerry Peter Georgopoulos is an investment advisor representative at Exencial Wealth Advisors. Jerry has been in the industry since 1996 and is registered with the state of Texas. Jerry has experience working with individuals, high net worth individuals, pension and profit sharing plans, corporations or other businesses, charitable organizations, and insurance companies. Jerry is a Series 7, Series 63, and Series 65 licensed investment advisor representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting
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.
Revenue sharing arrangement
1
2
TX
06/27/2014 - Present
Exencial Wealth Advisors (Dallas TX)
NY
10/03/1996 - 10/20/2000
MERCER ALLIED COMPANY, L.P. (COHOES NY)
IA
Issued 05/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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