ADVISOR BIO

George Wingfield Kline is a registered representative with Morgan Stanley. George has been in the securities industry for over 20 years, and has been registered in over 45 states. George holds a Series 7, Series 31, and Series 66 licenses, and is a member of FINRA. George is also a registered Investment Advisor in the state of California. George has been affiliated with Morgan Stanley since 2009. George is an active member of the securities industry, and has a long history of working with both individual and institutional clients.

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ADVISOR BIO

George Toothman is a financial advisor at Morgan Stanley. George has been in the industry for over 10 years. George is registered with FINRA as a Registered Representative and with the state of California as an Investment Advisor Representative. George holds the Series 63, 66, and 7 licenses. George has worked at a variety of financial institutions including J.P. Morgan Securities LLC and NYLIFE Securities LLC.

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ADVISOR BIO

George Mario Noceti is a financial advisor with Morgan Stanley. George has been in the financial industry since 2005. George is licensed to conduct business in 27 states and has held previous positions at Morgan Stanley & Co. Incorporated and UBS Financial Services Inc. George's expertise includes a wide range of services, such as asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

George Spiridon Harros is a financial advisor registered with Morgan Stanley. George Harros has been in the financial services industry since 1984 and has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Citigroup Global Markets Inc. George Harros holds Series 63, 65, 7, and SIE licenses and is registered in 29 states. George Harros is a Registered Representative of Morgan Stanley Smith Barney and has offices in Santa Monica, California.

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ADVISOR BIO

George McCall is an investment advisor representative with Beacon Pointe Advisors, LLC. George has been in the industry since 2008 and has experience at several firms including Oppenheimer & Co. Inc., RIM Securities LLC, and Quasar Distributors, LLC. George is registered with the state of California. George holds Series 7 and 66 licenses. George is also a Director of Port Street Investments, LLC.

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ADVISOR BIO

George Wehrfritz is an investment advisor representative at Saratoga Research & Investment Management. George has been with the firm since March 2009 and is registered with the state of California. George holds the Series 65 license and has specialized in providing financial planning services, and portfolio management for individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

George Poleondakis is an investment advisor representative with Morgan Stanley. George has been in the financial industry since 2019. George holds the Series 66, Series 7TO, and SIE securities licenses. George is registered to provide investment advice in 44 states and the District of Columbia. George has worked at both UBS Financial Services Inc. and Morgan Stanley.

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ADVISOR BIO

George Tobin Landefeld is a financial advisor registered with Morgan Stanley. George has over 35 years of experience in the financial services industry. George is a registered representative with FINRA and has licenses in several states, including California, Arizona, Colorado, Florida, Idaho, Nevada, Ohio, and Washington. George holds the Series 3, 7, 63, and 65 licenses, as well as the SIE exam. George offers a variety of financial services, including investment advice, financial planning, and portfolio management. George specializes in working with high-net-worth individuals, families, businesses, and institutions. George is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

George Carl Rach is an investment advisor representative who has been in the industry since 1964. George is registered with Morgan Stanley and is currently licensed in 29 states and 2 states for Investment Advisor. George also has prior experience with firms including Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc.

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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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