Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Georgiou is a financial advisor with over 18 years of experience in the financial industry. Robert is currently registered with Great Valley Advisor Group, Inc. and holds Series 6, 7, 63 and 66 licenses along with the SIE. Robert previously held positions with firms such as Securian Financial Services, Inc., SunAmerica Capital Services, Inc., Sun Life Financial Distributors, Inc., and John Hancock Distributors LLC. Robert is also a registered Investment Advisor.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
FL
04/30/2018 - Present
Great Valley Advisor Group, Inc. (Coral Springs FL)
FL
09/18/2013 - 11/19/2015
SECURIAN FINANCIAL SERVICES, INC. (BOCA RATON FL)
NJ
02/13/2012 - 09/04/2013
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
02/08/2010 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
09/28/2004 - 01/04/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 12/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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