Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lang is a financial advisor registered with Avantax Advisory Services. George has been in the industry since August 9, 2000, with experience in both brokerage and investment advisory services. George is licensed in Nevada, New York and Virginia. George's previous experience includes working for Sentra Securities Corporation in Phoenix, AZ. George has passed the Series 6, 7 and 63 exams and the SIE exam. Avantax Advisory Services is a registered investment adviser with offices nationwide. The firm offers a wide range of investment advisory and financial planning services to individuals, families, and businesses.
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
NY
08/30/2021 - Present
Avantax Advisory Services (LOCUST VALLEY NY)
AZ
07/10/2000 - 01/28/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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