Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samer? Claim Your ProfileSamer Georges is a financial advisor with Fidelity Personal And Workplace Advisors. Samer has been in the industry since 2017 and is registered with the state of California. Samer has also held previous positions at J.P. MORGAN SECURITIES LLC and WELLS FARGO CLEARING SERVICES, LLC. Samer holds the Series 6, 7, 63 and 66 licenses. Samer specializes in providing financial planning, investment advice, and portfolio management for individuals, businesses, and retirement plans.
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.
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
CA
06/14/2024 - Present
Fidelity Personal AND Workplace Advisors (DUBLIN CA)
CA
09/27/2019 - 05/02/2024
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
05/05/2017 - 09/04/2019
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE CA)
BOTH
Issued 10/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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