ADVISOR BIO

George Ly is a financial advisor at LPL Financial LLC, a well-established firm with a wide range of services and experience in serving a diverse clientele. George has been in the industry since 2003 and has held several positions at various firms including CETERA INVESTMENT SERVICES LLC and UVEST FINANCIAL SERVICES GROUP, INC. George has a strong focus on providing comprehensive financial advice to a wide range of clients including high net worth individuals, corporations and charitable organizations. George is registered in California and Colorado.

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ADVISOR BIO

George Carathimas is a financial advisor with Ameritas Advisory Services, LLC. George has been in the financial services industry since 1995 and is registered with both FINRA and the state of California. In addition to his role with Ameritas, George also manages a number of rental properties. George holds the Series 6, 7, 63 and 66 licenses and has extensive experience providing financial planning services to individuals, corporations, and charitable organizations. George and Ameritas Advisory Services, LLC are committed to helping clients achieve their financial goals.

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ADVISOR BIO

George Benjamin joseph Scott is a registered Investment Advisor Representative. George is currently registered with Belpointe Asset Management LLC, with offices in Seal Beach, CA and Reno, NV. George has been in the financial services industry since 1987. George has held previous roles with SagePoint Financial, Inc. in Seal Beach, CA, SunAmerica Securities, Inc. in Phoenix, AZ, Securian Financial Services, Inc. in St. Paul, MN, and PML Securities Company in Newark, DE. George holds the Series 6, 7, 63, and 65 licenses. George specializes in providing financial planning, pension consulting, and portfolio management services for individuals. George is also a business planner for Tax Master Network.

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ADVISOR BIO

George Noel Perez is a financial advisor who has been in the industry since 1995. George is currently registered with Wells Fargo Clearing Services, LLC. George is licensed to offer investment advice in 39 states and has passed multiple industry exams, including the Series 7, Series 63, Series 66, Series 9, Series 10, and Series 4. George specializes in providing financial planning, investment consulting services, and portfolio management for individuals, businesses, and institutional clients. Prior to joining Wells Fargo Clearing Services, George worked for various firms including TD Waterhouse Investor Services, Inc. and Charles Schwab & Co., Inc.

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ADVISOR BIO

George Melbrod, a financial professional with over 40 years of experience, is a registered representative with LPL Financial LLC. George has a wide range of experience and holds licenses in several states. George's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. George has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

George Torok is a financial advisor with over 40 years of experience in the financial services industry. George is currently registered with Morgan Stanley and has been with the firm since 2022. Previously, George was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and UBS Financial Services Inc. George has a Series 7, Series 63 and SIE license. George specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities.

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ADVISOR BIO

George Lawrence Rametta is a financial advisor registered with Wells Fargo Clearing Services, LLC. He is currently registered as a Registered Representative (RA) in California and Texas. George has been working in the financial services industry since 2008. He has successfully completed the Series 66, Series 7 and SIE exams. George is a member of FINRA. George Lawrence Rametta is registered to provide investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisors.

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ADVISOR BIO

George Peralta Mendoza is a registered investment advisor representative with over 25 years of experience in the financial services industry. George has been registered with Osaic Wealth, Inc. since 2012, and with Regal Advisory Services, Inc. since 2016. George holds both Series 7 and Series 63 licenses. George provides financial planning and portfolio management services to individuals, businesses, and institutions.

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ADVISOR BIO

George Williams is an investment advisor representative at Ameriprise Financial Services, LLC. George has been working in the financial industry since 1982. George is a registered investment advisor in Arizona, California, Florida, Georgia, Hawaii, Massachusetts, Mississippi, Missouri, Ohio, Oklahoma, Oregon, South Carolina, Texas, and Washington. George has Series 63, Series 65, Series 5, Series 7, and SIE licenses. George also serves as a board member of Williams, a Ventura-based investment-related company.

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ADVISOR BIO

George Christopher Chobany is a financial advisor with over 40 years of experience. George has held various roles at leading financial institutions including Wells Fargo Securities Inc., First Interstate Investments, Inc., KMS Financial Services, Inc., and SunAmerica Securities, Inc. Currently, George is a registered representative and investment advisor representative with Osaic Wealth, Inc. in Carmel, CA. George is also a Certified Financial Planner. George has a strong background in providing financial planning, pension consulting, portfolio management, and educational seminars to individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS