Years of Experience
5-20+ Years
SAN DIEGO, CA
44 Years Experience
23 Disclosures
ADVISOR BIO
George Edward Arocha is a financial advisor with over 40 years of experience in the industry. George is currently registered with Madison Avenue Securities, LLC, and has been with the firm since 2006. George is a Certified Financial Planner and a Chartered Financial Consultant. In addition to his work with Madison Avenue Securities, LLC, George also owns and operates GA Financial Advisors, Inc., providing financial planning services. George has a diverse background with experience in several different financial institutions, including USALLIANZ Securities, Inc., DREHER & ASSOCIATES, INC., NEW ENGLAND SECURITIES, W. S. GRIFFITH & CO., INC., EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
SPECIALIZATIONS
VALENCIA, CA
38 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
LOS ANGELES, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
George Anthony Elvira is a financial professional with Wedbush Securities Inc. George is a registered representative with Series 7, Series 63, Series 24, Series 57TO, and Series 99TO licenses. George has been in the industry since January 20, 2019. George has been with Wedbush Securities Inc. since January 21, 2019. George is registered to offer securities in California. George is a member of FINRA.
SPECIALIZATIONS
DUBLIN, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
George Kugman is a financial advisor with over 10 years of experience in the industry. George is currently registered with Fidelity Personal and Workplace Advisors as an Investment Advisor Representative. George has previously held positions at Charles Schwab & Co., Inc., TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. George offers a wide range of services including financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
SPECIALIZATIONS
BREA, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Georgette Young is a financial advisor with Fidelity Personal And Workplace Advisors. Georgette is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Prior to joining Fidelity, Georgette worked with several other firms including Charles Schwab & Co., Inc., WAMU INVESTMENTS, INC. and EDWARD JONES. Georgette is registered to provide investment advice and securities services in 30 states, including California, Texas, and Arizona. Georgette specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.
SPECIALIZATIONS
Portola Valley, CA
0 Disclosures
ADVISOR BIO
Georgia Lee Bennicas is an investment advisor representative registered with Beacon Pointe Advisors, LLC. Georgia has been working in the financial services industry since 1983, specializing in the areas of financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
ANAHEIM HILLS, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Georgia Bogris is a financial advisor with Osaic Wealth, Inc., an investment firm located in Anaheim Hills, CA. Georgia specializes in providing financial planning, pension consulting, and portfolio management services to both individuals and businesses. Georgia is registered with the state of California and has been in the industry since 2004.
SPECIALIZATIONS
San Jose, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Georgia Sclavos is a financial advisor with Ameriprise Financial Services, LLC, a firm with more than $1 billion in assets under management. Georgia is registered with the state of California, as well as Arizona, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Michigan, Missouri, Nevada, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah and Washington. Georgia specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.
SPECIALIZATIONS
WALNUT CREEK, CA
35 Years Experience
0 Disclosures
ADVISOR BIO
Georgiana Andersen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in WALNUT CREEK, CA. Georgiana has been in the industry since 1990 and has a wide range of experience working with various clients. Georgiana is registered with FINRA and the state of California. Georgiana provides portfolio management services to individuals, businesses, and investment companies.
SPECIALIZATIONS
SAN DIEGO, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Georgina Nunez is a financial advisor with J.p. Morgan Securities LLC, a firm with a long history of providing financial guidance. Georgina has a strong understanding of the investment industry, having passed several industry exams including the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Uniform Securities Agent State Law Examination. Georgina specializes in helping clients with their financial planning, portfolio management, and pension consulting needs.
SPECIALIZATIONS