Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Georgopoulos is a financial professional registered in 51 states and the District of Columbia. Michael has been in the industry since 2017 and has a Series 7, Series 3, Series 34, Series 57TO and Series 63 license. Michael is currently registered with Charles Schwab & CO., Inc. Prior to Charles Schwab & CO., Inc., Michael was registered with Scottsdale Capital Advisors Corp and Morgan Stanley. Michael is a financial planning advisor and provides services to individuals and businesses, including wrap fee programs and investment selection.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
12/22/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
03/29/2022 - 10/18/2022
SCOTTSDALE CAPITAL ADVISORS CORP (SCOTTSDALE AZ AZ)
FL
02/08/2017 - 03/21/2017
MORGAN STANLEY (TAMPA FL)
AZ
02/20/2008 - 07/29/2008
ECHOTRADE LLC (PHOENIX AZ)
BC
Issued 02/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2024
Series 57TO - Securities Trader Exam
BC
Issued 02/02/2024
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 09/28/2023
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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