Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Pantazis is a financial advisor with over 20 years of experience in the financial services industry. George currently works for Charles Schwab & CO., Inc. and is registered as an investment advisor representative. Before joining Charles Schwab, George worked at a variety of firms in the financial services industry including ICMA-RC SERVICES, LLC, LPL FINANCIAL LLC and CUNA BROKERAGE SERVICES, INC. George is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
08/13/2021 - Present
Charles Schwab & CO., Inc. (Arlington Heights IL)
DC
10/07/2013 - 08/11/2021
ICMA-RC SERVICES, LLC (WASHINGTON DC)
IL
11/12/2012 - 06/18/2013
LPL FINANCIAL LLC (CHICAGO IL)
IL
03/27/2012 - 11/16/2012
CUNA BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
09/15/2009 - 03/07/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
IL
04/03/2009 - 09/04/2009
FIFTH THIRD SECURITIES, INC. (LA GRANGE PARK IL)
IL
01/16/2004 - 01/12/2009
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
NJ
05/01/2002 - 01/08/2004
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
NE
01/30/2002 - 05/23/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
11/10/2001 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
NY
08/09/2001 - 11/01/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
03/27/2001 - 08/30/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/14/1999 - 08/14/2001
WINGSPAN INVESTMENT SERVICES (CHICAGO IL)
BOTH
Issued 06/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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