Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Georgopoulos is a financial advisor currently registered with Pinnacle Investments, LLC. Steven has been in the financial services industry since 2000 and has experience in both the brokerage and investment advisory fields. Steven holds a Series 63, Series 7, and Series 65 securities licenses and is registered to provide advisory services in 21 states.
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.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
FL
09/09/2021 - Present
Pinnacle Investments, LLC (BOCA RATON FL)
FL
05/21/2018 - 09/25/2019
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
FL
04/29/2014 - 06/18/2018
WOODSTOCK FINANCIAL GROUP, INC. (Boca Raton FL)
FL
08/03/2012 - 05/05/2014
HUNTER SCOTT FINANCIAL LLC. (DELRAY BH FL)
NY
03/19/2012 - 08/06/2012
BROOKVILLE CAPITAL PARTNERS (MELVILLE NY)
NY
04/04/2007 - 05/21/2010
JHS CAPITAL ADVISORS, INC. (BETHPAGE NY)
NY
01/06/2006 - 03/23/2007
J.P. TURNER & COMPANY, L.L.C. (WESTBURY NY)
FL
02/07/2003 - 06/21/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
07/09/2002 - 08/28/2002
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
NY
06/13/2001 - 06/24/2002
KSH INVESTMENT GROUP, INC. (GREAT NECK NY)
NY
11/14/2000 - 06/12/2001
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
07/26/1999 - 11/09/2000
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NY
09/02/1999 - 12/13/1999
GAINES, BERLAND INC. (BETHPAGE NY)
NY
02/04/1999 - 07/13/1999
WHITEHALL WELLINGTON INVESTMENTS, INC. (PORT WASHINGTON NY)
NY
08/19/1998 - 02/08/1999
GAINES, BERLAND INC. (BETHPAGE NY)
NY
03/21/1997 - 08/27/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
IA
Issued 09/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1997
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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