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GP

George J. Psomas

FINALIS SECURITIES
San Francisco, CA 94104
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CRD#: 1394333
GP
George Joseph PsomasFINALIS SECURITIES

Professional summary


George Joseph Psomas is a registered financial professional currently at FINALIS SECURITIES LLC located in San Francisco, California.

George is registered as a RR (Registered Representative) and started their career in finance in 1986. George has worked at 3 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view George Joseph Psomas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 15, 2025 - Present

FINALIS SECURITIES LLC

Office #1: 550 California St, Suite 800, San Francisco, CA 94104
BD
CRD#: 305908
San Francisco, CA
Past

April 13, 2018 - May 29, 2025

BHS FINANCIAL, LLC

BD
CRD#: 27514
ORLANDO, FL
Past

January 21, 1986 - September 28, 1999

SOMERSET SECURITIES, INC.

BD
CRD#: 2493
PORTLAND, OR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 8/22/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Status Unavailable
Passed: 4/13/2018
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 9/21/1985
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm


FS
FINALIS SECURITIES LLC
DEALSYTE SECURITIES LLC | FINALIS SECURITIES LLC

CRD#: 305908 / SEC#: , 8-70425

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
450 Lexington Ave, New York, NY 10017
Mailing Address
228 Park Ave South Suite 85550, New York, NY 10003
Phone number
(800) 962-0418
Established
Delaware since 09/10/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FINALIS, INC.HOLDING COMPANY
BRANT, DAVID ROBERTFINOP2718478
MORA, MICHAEL JOHNCEO2648236
PRICE, STEVEN BENNETTCHIEF COMPLIANCE OFFICER5535145

Red Flags


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Company Information


FINALIS SECURITIES LLC

CRD#: 305908San Francisco, CA 94104

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