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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Magdalena? Claim Your ProfileMagdalena Georgopoulos is a financial advisor with over 20 years of experience in the financial services industry. Magdalena is a Registered Representative and Investment Advisor Representative, licensed in several states including California, Texas, Arizona, Florida, Hawaii, Idaho, Iowa, Nevada, New Jersey, Oregon, Utah and Washington. Magdalena currently works for LPL Financial LLC and has previously worked at WAMU INVESTMENTS, INC., CITICORP INVESTMENT SERVICES, and SUNAMERICA 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.
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
CA
01/07/2015 - Present
LPL Financial LLC (TORRANCE CA)
CA
05/02/2009 - 08/04/2009
CHASE INVESTMENT SERVICES CORP. (EL SEGUNDO CA)
CA
06/28/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (EL SEGUNDO CA)
NY
01/12/2004 - 07/06/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
11/13/2002 - 09/12/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
AZ
07/01/2002 - 12/19/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 06/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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