George C. Karolis
Professional summary
George C Karolis is a registered financial professional currently at PRESIDIO MERCHANT PARTNERS LLC located in Peachtree Corners, Georgia.
George is registered as a RR (Registered Representative) and started their career in finance in 2019. George has worked at 1 firm and has passed the Series 63, Series 79TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view George C Karolis's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 17, 2019 - Present
PRESIDIO MERCHANT PARTNERS LLC
Office #1: 3930 East Jones Bridge Road, Suite 250, Peachtree Corners, GA 30092State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/17/2024)
(1/1/2020)
Exams
Series 79TO
Date: 12/17/2019
Investment Banking Registered Representative ExaminationFINRA
Current Firm
PRESIDIO MERCHANT PARTNERS LLC
CRD#: 46473 / SEC#: , 8-51431
Contact information
FINRA licenses (19 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP LLC | SHAREHOLDER | |
| COBB, BRODIE LYLE | CEO, CCO | 2286448 |
| COLLINS, ELIZABETH SARAH | FINOP |
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