Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Greene Ross is a financial advisor with Avantax Advisory Services. George has been in the financial industry since 2006 and has a strong background in both accounting and financial advising. George is a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS) with experience in providing financial planning, portfolio management, and tax preparation services. George is dedicated to helping clients achieve their financial goals and believes in providing personalized service.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
01/29/2024 - Present
Avantax Advisory Services (Morro Bay CA)
TX
08/31/2009 - 02/23/2010
MCNALLY FINANCIAL SERVICES CORPORATION (SAN ANTONIO TX)
CA
05/11/2006 - 11/06/2007
NATIONAL PLANNING CORPORATION (SANTA BARBARA CA)
TX
11/11/2005 - 01/30/2006
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
NY
02/12/1999 - 08/01/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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