Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Vincent Famiglio is an investment advisor representative with Avantax Advisory Services. George has been in the securities industry since November 1987 and has been with Avantax Advisory Services since August 1990. George is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 18 states. He is also a registered investment advisor in Florida. George has a Series 63, Series 26, Series 72, Series 62, Series 22, and Series 6 license. George specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. George is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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
FL
08/17/1990 - Present
Avantax Advisory Services (SARASOTA FL)
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 72 - Government Securities Representative Examination
BC
Issued 06/25/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/13/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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