ADVISOR BIO

George John Argeris is an Investment Advisor Representative who has been active in the industry since July 14, 1993. Currently, George John Argeris is registered with LPL Financial LLC in Valencia, CA. George John Argeris has also held previous registrations with KIRLIN SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. George John Argeris holds a Series 63, Series 65, Series 7, Series 24 and SIE license. George John Argeris has passed the required exams and is registered to provide investment advice in Arizona, California, Florida, South Carolina, Texas.

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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 Buza has been in the financial services industry since 1996 and has been registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. George has also been registered with other firms such as First Republic Securities Company, LLC, Metlife Securities Inc., Metropolitan Life Insurance Company, Financial Network Investment Corporation, and Alliance Advisory & Securities, Inc. George has extensive experience working with individuals, businesses, charitable organizations, high-net-worth individuals, insurance companies, and pension and profit-sharing plans. George is a Certified Financial Planner and has a proven track record of providing sound financial advice to clients. George is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

George Greene Ross is a financial advisor with Avantax Advisory Services. George has been in the financial industry since 2006 and has a strong background in both accounting and financial advising. George is a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS) with experience in providing financial planning, portfolio management, and tax preparation services. George is dedicated to helping clients achieve their financial goals and believes in providing personalized service.

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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 Griffin is a financial advisor registered in Texas, currently employed by Allworth Financial, LP. George is also a pilot for American Airlines. George has been with Allworth Financial, LP since January 2020.

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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 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 Lee Towers III is a financial advisor at UBS Financial Services Inc., with over 2 years of experience in the industry. George Lee Towers III is registered with the state of California as a Registered Representative (RA) and Investment Advisor Representative (IAR). George Lee Towers III is also a registered principal in the state of Arizona, California, Colorado, Florida, Georgia, Illinois, Michigan, Nevada, New York, North Carolina, Oklahoma, Oregon, Texas, Washington, and Wyoming. George Lee Towers III specializes in retirement planning, estate planning, college savings, and insurance planning. George Lee Towers III has a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

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.

SPECIALIZATIONS