Georgeann Portokalis, CFA
Gap Financial Counseling Corp.
Financial Planner in Naples, FL
Address:5801 Pelican Bay Blvd, Ste 600
Naples, FL 34108
About Georgeann Portokalis
Georgeann Portokalis is a financial professional at Gap Financial Counseling Corp. located in Naples, Florida. Georgeann Portokalis holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Georgeann Portokalis provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Georgeann Portokalis5801 Pelican Bay Blvd, Ste 600
Naples, FL 34108
Phone Number:
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Website:
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