Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Xavier Escobar is a financial advisor at Avantax Advisory Services. George has been in the industry since 2003. George has a variety of experience in the financial services industry, including working with clients to develop financial plans, investment strategies, and retirement plans. George is registered in California and Texas, and holds Series 6, 7, 63, and 65 licenses. George is committed to providing clients with personalized financial advice and helping 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
TX
06/24/2024 - Present
Avantax Advisory Services (DALLAS TX)
CA
11/11/2014 - 06/26/2024
NEXT FINANCIAL GROUP, INC. (COVINA CA)
CA
01/14/2014 - 11/11/2014
VOYA FINANCIAL ADVISORS, INC. (ROWLAND HEIGHTS CA)
CA
09/13/2011 - 01/09/2013
MULTI-FINANCIAL SECURITIES CORPORATION (SAN DIMAS CA)
CA
10/13/2009 - 08/02/2011
PRUCO SECURITIES, LLC. (CITY OF INDUSTRY CA)
NY
05/24/2004 - 11/25/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
08/26/2003 - 12/19/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
01/02/2003 - 06/17/2003
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
12/21/1998 - 12/09/2002
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NY
09/15/1997 - 12/08/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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