ADVISOR BIO

George Pattison Buck is a financial advisor with over 40 years of experience in the industry. George currently works for Raymond James Financial Services Advisors, Inc. and is registered with the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Kentucky, Louisiana, Michigan, Mississippi, Missouri, Montana, Nevada, Oregon, Texas, Utah, Virginia, and Washington. George has experience working with a wide range of clients including high net worth individuals, corporations, and insurance companies. George offers a variety of advisory services including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

George Anagnostou is a financial advisor with J.P. Morgan Securities LLC. George has been in the industry since 2022 and is registered in 53 states and jurisdictions. George is also registered with the firm in Texas and California and has a combined 27 approved registrations. George has earned the Series 66, Series 7TO and SIE licenses. George also holds the designation of Investment Advisor Representative.

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ADVISOR BIO

George Jieh is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in San Francisco, California. George Jieh is active in both the broker-dealer and investment advisor industries. George Jieh has been working in the financial services industry since November 1, 2020. George Jieh offers investment advisory services to individuals, corporations, and other businesses.

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ADVISOR BIO

George David Frankenstein is a financial advisor with over 50 years of experience in the industry. George is currently registered with Wells Fargo Clearing Services, LLC and has previously worked for several other firms including CREDIT SUISSE SECURITIES (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. George holds Series 7, 63, 66, and 15 licenses. George specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.

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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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George J Chammas is an Investment Advisor Representative, registered with Equitable Advisors, LLC. George has been in the industry since 2006 and has registrations in 18 states and the District of Columbia. George specializes in providing financial planning and portfolio management services to individuals, businesses, and trusts. George is also a registered Principal with Equitable Advisors, LLC.

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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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Gerald Antonio is an investment advisor representative with Brio Financial Group. Gerald is based in SAN FRANCISCO, CA. Gerald is registered with the state of California. Gerald has been working in the financial services industry since 2006 and has a wide range of experience in financial planning and portfolio management. Gerald has worked for several firms including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and AMERIPRISE FINANCIAL SERVICES, INC. Brio Financial Group has a large client base including individuals, corporations and high net worth individuals. The firm specializes in financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Gerald Butrimovitz is a financial advisor with over 30 years of experience. He is registered with both LPL Financial LLC and Gerald Butrimovitz Wealth Advisory. His current registrations include Series 6, 63, 22, 26, 39 and the SIE. He is also a Certified Financial Planner. Gerald has a strong background in investment advisory services, including financial planning, portfolio management, and consulting. He has a long history of working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He has held various positions in the industry, including a trust officer and a registered representative. He has also worked with other advisors, providing selection of other advisers to clients.

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ADVISOR BIO

Gerard Soriano jr. is a financial advisor with over 25 years of experience in the industry. Gerard is currently registered with UBS Financial Services Inc. in California and Texas. Gerard has previously worked with J.P. MORGAN SECURITIES INC., HAMBRECHT & QUIST LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gerard holds the Series 7, Series 31, Series 63, and Series 65 licenses, along with the SIE exam.

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