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Stefanos Theodore George

Pimco Investments LLC

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About Stefanos Theodore George

Stefanos Theodore George is a registered representative with Pimco Investments LLC. Stefanos George is also registered with the state of Ohio. Prior to joining Pimco Investments LLC, Stefanos George was previously employed at CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC. Stefanos George passed the Series 7TO, SIE, and Series 66 exams.

Firm Information

Stefanos George is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Stefanos George’s Registration & Firm History

CA

02/16/2022 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

CA

01/26/2022 - 02/18/2022

CHARLES SCHWAB & CO., INC. (Pasadena CA)

CA

08/23/2019 - 02/18/2022

TD AMERITRADE, INC. (PASADENA CA)

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Licenses & Designations

BOTH

Issued 09/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefanos Theodore George.
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